Trainium on KAD

Why Amazon Is Preparing to Sell Trainium AI Chips Outside AWS

Mon, 22 Jun 2026 20:26:33 +0800

Why Amazon Is Preparing to Sell Trainium AI Chips Outside AWS

Amazon is preparing one of the most significant strategic shifts in its AI infrastructure business. After years of keeping its custom AI chips exclusively inside AWS, the company is now considering selling Trainium accelerators directly to third-party data centers.

Anthropic Bets on Fractile: AI Inference Cost War by 2027

Mon, 04 May 2026 10:29:52 +0800

Anthropic Bets on Fractile: AI Inference Cost War by 2027

The competition in AI is no longer defined purely by model capability. A deeper battle is emerging—one centered on compute supply, cost control, and long-term infrastructure strategy.

AWS Trainium & Graviton: Amazon’s Silicon Power Play

Sat, 11 Apr 2026 11:18:32 +0800

AWS Trainium & Graviton: Amazon’s Silicon Power Play

In his latest annual shareholder letter, Andy Jassy outlined a pivotal shift in cloud computing: Amazon’s in-house silicon—AWS Trainium and AWS Graviton—has reached a level where it can compete directly with industry leaders like Intel, AMD, and NVIDIA.