Amazon is in talks to sell its custom-built Trainium AI chips directly to other companies for use in their own data centers, according to a report from Bloomberg News citing an interview with Amazon's AI chief, Peter DeSantis.
DeSantis said the company — the world's largest cloud computing provider — has begun discussions but declined to name potential customers, according to the Bloomberg interview as reported by Moneycontrol.
The move would mark a notable shift. Until now, Amazon's Trainium chips have been used inside its own Amazon Web Services (AWS) cloud business. Selling them externally would, as outlets including The Edge Malaysia and XTB.com framed it, put Amazon into more direct competition with Nvidia, whose chips currently dominate the market for AI computing.
Several reports, including Yahoo Finance, noted that DeSantis is reportedly targeting Nvidia's existing clients with the chip push.
Investors responded positively. According to Moomoo and 富途牛牛, news of the plan drove Amazon's share price up by more than 2%. Yahoo Finance reported the stock gained nearly 3%.
The sources do not specify pricing, timing, or which customers Amazon is speaking with — DeSantis declined to name them.
Why it matters: Nvidia's chips power most of the current AI boom, and that grip has made it one of the world's most valuable companies. If Amazon — already a cloud giant with its own chips — starts selling Trainium to outside buyers, it could give AI developers a real alternative and chip away at Nvidia's near-monopoly on the hardware behind artificial intelligence.