AWS chip business passes US$25 billion run rate; CEO Jassy says there is 'real chance' of selling Trainium outside AWS

Amazon's custom chip business has crossed the $25 billion annual revenue mark, signaling a strong foothold in AI infrastructure. The potential for Trainium to be sold beyond AWS data centers will reshape the global data center compute landscape, directly challenging NVIDIA and AMD. Upstream, this move accelerates the evolution of EUV lithography, advanced packaging, and materials supply chains; downstream, it may prompt more enterprises to adopt proprietary chip architectures. From a policy standpoint, expanding Trainium into non-AWS environments intensifies geopolitical tech rivalry, especially amid U.S.-China decoupling, heightening tensions in the semiconductor supply chain involving China Taiwan/ Taiwan, China. In response, NVIDIA may accelerate high-performance product launches, while AMD could deepen cloud partnerships. Over the next 12-24 months, the AI chip market will enter an 'arms race' phase, with customized chips becoming dominant, and general-purpose architectures gradually losing relevance.