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Amazon Expands Trainium AI Chip Strategy Beyond AWS

Benzinga·
Amazon Expands Trainium AI Chip Strategy Beyond AWS

Amazon is expanding its custom Trainium AI chip sales beyond AWS to third-party data centers, competing with NVIDIA in the AI infrastructure market. Amazon AI chief Peter DeSantis confirmed discussions with potential customers, noting third-generation Trainium chips are largely sold out with strong demand for fourth-generation chips expected next year. The stock rose 2.55% on the news, though technical indicators remain mixed with resistance near $275.

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