Amazon’s chip business secures $225B in commitments as Trainium demand outpaces supply

Amazon’s chip business secures $225B in commitments as Trainium demand outpaces supply
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Andy Jassy's Q1 2026 earnings reveal a custom silicon empire already running at $20B annually, with ambitions to challenge Nvidia on its own turf. Amazon just quietly became one of the most important… [+3223 chars]

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