Amazon AI Chips Gain Traction as OpenAI and Anthropic Bet on Trainium
Amazon.com’s custom Trainium AI chips are getting picked up by bigger names in the AI world. Anthropic, for one, is running Claude on more than a million Trainium2 chips. OpenAI, meanwhile, has agreed to tap about 2 gigawatts of Trainium capacity as part of its latest AWS arrangement, Amazon said, citing a TechCrunch report published Sunday. Amazon is pouring roughly $200 billion into AI infrastructure this year, a figure that's drawn scrutiny as the company faces mounting calls to prove its internally developed chips can attract heavyweight customers beyond its own operations. CEO Andy Jassy, speaking last week, put a number on the potential: with AI fueling growth, AWS could see annual revenue soar to $600 billion by 2036—up from