Key facts
- Amazon Web Services is considering selling its custom AI chips externally.
- The chips are known as Trainium.
- This potential market could be worth $50 billion.
- The move challenges Nvidia's dominance in AI chips.
- Amazon is in early talks with potential clients.
Amazon Web Services (AWS) is reportedly in the initial stages of discussions to offer its custom-designed artificial intelligence chips, codenamed Trainium, to external customers. This potential expansion into selling its AI hardware could establish a new market valued at approximately $50 billion. The move represents a direct challenge to Nvidia, which currently holds a dominant position in the AI chip sector. While details remain scarce, the exploration of external sales signifies Amazon's ambition to broaden the reach of its internally developed AI technology beyond its own cloud services.