Amazon is shaking up the AI hardware landscape with its Trainium chips, emerging as a serious challenger to Nvidia’s dominance. CEO Andy Jassy revealed that Trainium has already become a multi-billion-dollar business, with 1 million+ chips in production and over 100,000 companies using them through AWS Bedrock. The newly unveiled Trainium3 promises 4x faster performance and greater energy efficiency, strengthening Amazon’s competitive position. A major boost comes from Anthropic, which is using 500,000+ Trainium2 chips for developing new Claude models under Project Rainier. Instead of confronting Nvidia directly, Amazon is building chips that will interoperate with Nvidia hardware, giving enterprises more flexibility and cost-efficient AI options.

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