Amazon to sell Trainium outside AWS
Amazon plans to offer its Trainium AI chips beyond AWS in late 2027, CEO Andy Jassy said, citing revenue commitments for its custom silicon that have grown more than 20x year over year.
Amazon will make its Trainium AI accelerators available outside AWS late in 2027, CEO Andy Jassy said in remarks on the company's third-quarter results. He said customers have kept pushing for the move because Trainium demand is so strong. Amazon gave no details on how it would sell the chips or to whom.
Jassy said Amazon's chips business is still growing by triple-digit percentages year over year. Revenue commitments for Graviton, Amazon's CPU line, and for Trainium have each risen more than 20x. He said customers using Amazon's custom silicon saved more than $2 billion in Q3 alone.
He also argued that AI is driving demand for CPUs as well as accelerators. In his telling, post-training, reinforcement learning and agent tool use run mostly on CPUs. He claimed Graviton offers 30–40% better price-performance than alternatives.
Older chip generations are still in demand. After Graviton 5 launched, the backlog for prior-generation Graviton instances more than doubled quarter over quarter. Short-term capacity on prior-generation Trainium instances now sells at a premium to first-half 2026 prices.
Amazon has also open-sourced TorchNeuron, which Jassy said lets developers run existing PyTorch code on Trainium without rewriting it. That targets a long-standing barrier to adopting accelerators other than Nvidia's.
Jassy described overall demand for AWS capacity as "exceptionally strong." He said inference already makes up well over half of AWS's AI revenue, even though enterprises are "still very early" in running inference at scale, and that AWS also earns substantial training revenue.