"Amazon added 3.8 GW of power in the last 12 months, expects another >1 GW in Q4, and plans to double AWS power capacity again by 2027. Power is becoming the main bottleneck for the industry, but Amazon is aggressively adding and immediately monetizing capacity. Trainium2 is "fully subscribed," already a multibillion-dollar business, and grew 150% q/q. Today it's mostly very large customers (example: Anthropic training Claude on ~500,000 Trainium2 chips, going to ~1 million)."
"Amazon will always offer multiple chip options. They'll keep buying "a lot of NVIDIA" and expect to buy even more in the future. But Amazon is different because it also designs its own chips (Annapurna team): Graviton (CPU) already delivers ~40% better price/perf than x86 peers. Trainium aims to deliver similar gains vs other GPUs.Trainium3 is expected to be ~40% better than Trainium2.To win broad adoption, Amazon needs: keep delivering new Trainium generations fast and at volume; keep maturing the software ecosystem;"
Amazon added 3.8 GW of power in the last 12 months, expects another >1 GW in Q4, and plans to double AWS power capacity again by 2027. Power is becoming the main industry bottleneck, and Amazon is aggressively adding and immediately monetizing capacity. Trainium2 is fully subscribed, has become a multibillion-dollar business, and grew 150% quarter-over-quarter. Trainium2 is primarily used by very large customers such as Anthropic training Claude on roughly 500,000 Trainium2 chips with plans to reach about 1 million. Trainium delivers 30–40% better price/performance versus alternatives, and Trainium3 previews late 2025 with broader volume in early 2026.
Read at 24/7 Wall St.
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