Amazon.com Inc. is in discussions to sell its custom-made Trainium AI chips to external companies. Senior Vice President Peter DeSantis confirmed the plan to offer these accelerators for use in third-party data centers. The move signals a strategic push to compete with Nvidia Corp in the expanding AI hardware market.
This initiative creates a significant new revenue stream for the Amazon Web Services cloud division. Amazon aims to capture a portion of global AI infrastructure spending by providing its own cost-effective hardware. Analysts cite momentum in AWS and AI divisions as key drivers for the company's growth prospects.