Nvidia · Amazon · Crypto Briefing
Amazon CEO Andy Jassy affirms long-term reliance on Nvidia chips even as in-house AI silicon scales past $20 billion
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Amazon is betting billions on both Nvidia GPUs and its own Trainium processors, a dual strategy that could reshape the cloud computing power balance.
Key facts
- In August 2026, Amazon agreed to buy an additional 2 million Nvidia GPUs for deployment across AWS data centers in the 2027-2028 timeframe
- Its successor, Trainium3, is launching in early 2026 with promises of 30-40% better performance over its predecessor
- Amazon’s own AI chip business, spanning the Graviton, Trainium, and Nitro product lines, has crossed an annual revenue run rate exceeding $20 billion
- If Trainium3 delivers on its 30-40% performance improvement claims, the economic case for migrating routine inference and fine-tuning workloads to Amazon’s custom silicon becomes compelling
Summary
Amazon ’s Andy Jassy wants to make one thing clear: Nvidia isn’t going anywhere. The words carry weight because they address what has quietly become Nvidia’s most discussed risk factor: that its biggest customers are also its future competitors. In August 2026, Amazon agreed to buy an additional 2 million Nvidia GPUs for deployment across AWS data centers in the 2027-2028 timeframe. Amazon’s own AI chip business, spanning the Graviton, Trainium, and Nitro product lines, has crossed an annual revenue run rate exceeding $20 billion.