Amazon is negotiating to sell its in-house Trainium AI chips to other companies'
data centers, expanding its push to challenge Nvidia's dominance in AI
accelerators. Peter DeSantis, head of Amazon's AI business, said AI
infrastructure is evolving rapidly and the company is looking for ways to serve
more customers. Launched in 2020, Trainium has attracted heavyweight users via
AWS, including OpenAI, Anthropic and Uber. Amazon said in April Trainium has
secured more than $225 billion of revenue commitments, and CEO Andy Jassy has
said the company could sell full-rack chip systems to third parties. Amazon
added third-generation Trainium chips shipped earlier this year are essentially
sold out, and demand for fourth-generation chips due next year is strong.
