Amazon Commits to Selling Trainium Chips Outside AWS; Late-2027 Target Set
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Summary
Amazon AWS earnings for Q3 2026 show AWS growing 39.3% year over year -- its fastest pace in nearly five years -- while CEO Andy Jassy committed on the earnings call to selling Trainium AI chips directly to outside data centers starting in late 2027, Amazon's clearest step yet toward entering Nvidia's AI chip market.
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