Amazon in talks to sell Trainium chips outside AWS, entering direct competition with Nvidia

My take: Bloomberg reported on June 18 that Amazon is in talks to sell its Trainium3 processors directly to external data centers, something it has never done outside of AWS. Amazon AI chief Pete DeSantis confirmed the discussions in Paris without naming potential customers. Trainium3 delivers four times the performance of Trainium2 at half the cost of conventional GPUs and has been nearly sold out since its late-2025 launch. Amazon's chip business already exceeds $20 billion in annual run rate, with OpenAI and Anthropic together committed to more than $225 billion in Trainium; if it starts selling hardware directly to the market, that number could approach $50 billion and turn Amazon into a real Nvidia rival beyond the cloud.