Amazon just delivered a bombshell in its Q3 earnings: the company’s custom chip business is growing at triple-digit percentages year over year, with revenue commitments for both Graviton and Trainium chips surging more than 20x compared to last year. CEO Andy Jassy’s commentary reveals how Amazon’s bet on proprietary silicon is paying off as enterprises rush to lock in AI infrastructure capacity amid an industry-wide chip shortage.
Amazon is quietly winning the custom chip war. The company’s Q3 earnings reveal that its AWS-designed processors are seeing explosive demand, with the chips business growing at triple-digit percentages year over year and revenue commitments for both Graviton and Trainium increasing more than 20x compared to the same period last year, according to CEO Andy Jassy’s earnings commentary.
The numbers tell a story of fundamental shift in how enterprises are thinking about AI infrastructure. While Nvidia continues to dominate the AI accelerator market, Amazon’s…
https://www.techbuzz.ai/articles/amazon-s-custom-chips-see-20x-revenue-surge-in-q3
