Amazon weighs selling Trainium AI chips outside AWS
TechCrunch reported that AWS is in early talks to sell Trainium AI chips to other companies for use in data centers, potentially challenging Nvidia more directly.
Read more
TechCrunch reported that Amazon Web Services is considering selling its Trainium AI chips to third parties for use in data centers. Amazon AI chief Peter DeSantis told Bloomberg the company is in talks over such sales, though Amazon says the idea remains early. CEO Andy Jassy previously suggested the chip business could represent about a $50 billion annual run rate if sold as a standalone business. TechCrunch notes that selling chips directly would force Amazon to balance external demand against its own AWS capacity needs.
Key details: Published June 18, 2026 at 18:22 UTC, AWS is discussing third-party Trainium chip sales, Jassy has framed AWS chips as a possible $50 billion standalone run-rate business, Trainium capacity has reportedly sold out quickly for AWS.
Why it matters: Hyperscalers are no longer just buyers of AI chips; Amazon is testing whether its internal silicon can become an external platform.