Amazon Has Bigger Plans for AI Chips: Andy Jassy Says Customers Want Them ‘Outside’ AWS, but Selling Them Comes With a Trade-Off

Amazon.com, Inc.(NASDAQ:AMZN) is preparing to take its Trainium AI chips beyond Amazon Web Services in late 2027. However, CEO Andy Jassy says deciding how much computing capacity to sell externally versus keeping it for internal use presents a significant business trade-off. Amazon Plans Trainium Expansion Beyond AWS On Thursday, during Amazon's third-quarter earnings call, Jassy said customer demand for Trainium has been strong, and companies have encouraged Amazon to make the chips available outside its cloud computing platform. "With Trainium demand so strong, customers continue encouraging us to make it available outside of AWS," Jassy said. "We intend to do so late in 2027.