AWS 'Bullish' On Homegrown Trainium AI Accelerators
The Next Platform, Friday, October 31st, 2025
One only need look at the incredible revenues and profits of the datacenter business at Nvidia to know that the world's biggest compute customers - the hyperscalers, the cloud builders, and now the biggest model builders - need to bend the price/performance curve to boost their own profits.
And Amazon, with the Trainium AI accelerator, which appears to be used to do AI inferencing as well as the AI training that gives the product its name on the company's SageMaker and Bedrock AI stacks. This seems to imply that AWS is sidelining the related Inferentia line of inference accelerators during the GenAI era. (Perhaps they should just call it AInium?)
The central them from the datacenter on the call with Wall Street analysts going over the financial results for Amazon and its Amazon Web Services cloud was that Trainium2 is going like gangbusters, and that the Trainium3 accelerator, which has been in development in conjunction with model builder and tight partner Anthropic and which was previewed last December at the re:Invent 2024 conference, it getting ready to ramp.