Amazon CEO Andy Jassy announced that the company will begin selling its AI chips, known as Trainium, to external customers starting in late 2027. This move could compete with NVIDIA, the current leader in AI chip supply, especially since Amazon has open-sourced software to make its chips compatible with existing AI frameworks. However, Amazon has not disclosed details like pricing, volume, or revenue targets, and will review the external sales allocation annually. The plan aims to generate upfront revenue amid heavy capital spending, but AWS remains Amazon's core growth driver for now.
Amazon shares trade at USD 241.39, closer to their 52-week low of USD 198.79 than the high of USD 284.02, showing some downside pressure as of Oct 30, 2026 22:22 WIB. In contrast, Nvidia, the current AI chip leader, is priced at USD 206.43, also nearer its 52-week low of USD 165.17 than its high of USD 239.27, and has seen a larger 1-day drop of -3.38% compared to Amazon's -0.98%. This pricing context highlights the competitive landscape as Amazon prepares to enter the AI chip market by 2027.
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