AWS может начать продавать AI‑чипы Trainium — вызов для Nvidia?

Friends, sharing AI news: AWS is reportedly considering selling its Trainium chips to third parties.

What happened: Peter DeSantis told Bloomberg AWS is negotiating to sell Trainium; Andrew Jassy previously mentioned the idea in a shareholder letter.

Constraints: current Trainium capacity, including Trainium4, is sold out. Selling to external customers would require scaled manufacturing via partners (e.g., TSMC) or create longer queues.

Economics: AWS earns not only from chip sales but from related cloud services, making the decision multifaceted. Estimated business potential is about $50bn annually.

Why it matters: this could shift power in the AI‑chip market and alter cloud providers’ monetisation models.

Do you think AWS is ready to compete with Nvidia directly?

#AI #AIchips #AWS #Nvidia