Amazon plans to sell its Trainium chips outside Amazon Web Services in late 2027 to meet demand that exceeds the cloud group’s capacity. AWS has reported that Trainium capacity is mostly sold out for 2026, largely committed for 2027 and partly for 2028, while revenue commitments tied to the chips exceed $225 billion. OpenAI and Anthropic have both committed to increasing their use of Trainium, and AWS AI chief Peter DeSantis confirmed that talks with potential buyers were underway in 2026. The company has not disclosed a precise schedule or pricing, and will need to balance its limited production against Nvidia’s entrenched CUDA software ecosystem, which the new TorchNeuron tool is intended to challenge.
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