tech
December 3, 2025
Andy Jassy says Amazon's Nvidia competitor chip is already a multi-billion-dollar business
Can any company, big or small, really topple Nvidia's AI chip dominance? Maybe not entirely but Amazon is already making big bucks trying.
TL;DR
- Amazon introduced Trainium3, a new generation AI chip designed to compete with Nvidia.
- Trainium3 is four times faster and uses less power than the previous Trainium2 chip.
- The Trainium2 business is a multi-billion dollar revenue generator for Amazon, with over 1 million chips produced.
- Over 100,000 companies utilize Trainium2 chips, with Anthropic being a major partner.
- Amazon's AI chips offer price-performance advantages over other GPU options.
- Project Rainier is a large AI cluster built by Amazon to support Anthropic's model development on Trainium2 chips.
- Nvidia's dominance is partly due to its proprietary CUDA software, which requires significant effort to port AI applications to other chips.
- The upcoming Trainium4 chip will be designed to interoperate with Nvidia's GPUs.
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