Amazon wants to sell its Trainium chips — but waiting lists could force a choice

amazon is in talks to sell its trainium ai chips to third parties for external data centers, marking a direct challenge to nvidia's dominance. ceo andy jassy estimates a standalone chips business could reach a $50 billion annual run rate, but current trainium and trainium4 capacity is already sold out. selling externally risks displacing internal aws customers unless amazon secures additional manufacturing capacity from tsmc. the move signals a strategic shift from bundling chips with cloud services to monetizing hardware directly.