# Amazon's AI chip business reaches $25B revenue run rate with Trainium3 matching NVIDIA Blackwell performance

> Amazon is making its loudest claim yet that it can build AI chips competitive with NVIDIA's. AWS says its Trainium line has reached a 25 billion dollar annualized revenue run rate, and that the new Trainium3 delivers rack-scale performance on par with NVIDIA's Blackwell, alongside roughly 40 percent better price-performance than the prior generation. The customer signals back up the ambition. Amazon points to OpenAI committing 2 gigawatts of capacity and Anthropic scaling toward 5 gigawatts on Trainium, the kind of anchor commitments that turn a side project into a real business. For Amazon, owning more of the silicon stack means better margins and less dependence on NVIDIA's tightly allocated GPUs. The development matters because NVIDIA's dominance has been the defining bottleneck of the AI boom. If a hyperscaler can credibly match Blackwell at rack scale on its own chips, it chips away at that leverage and gives large AI customers a genuine second source, which over time could reshape both pricing and supply across the industry.

_Section: [Daily AI Updates](https://www.wortins.com/daily-ai) · Source: Amazon · Published Wednesday, August 12, 2026_

## Wortins' read

Amazon is making its loudest claim yet that it can build AI chips competitive with NVIDIA's. AWS says its Trainium line has reached a 25 billion dollar annualized revenue run rate, and that the new Trainium3 delivers rack-scale performance on par with NVIDIA's Blackwell, alongside roughly 40 percent better price-performance than the prior generation. The customer signals back up the ambition. Amazon points to OpenAI committing 2 gigawatts of capacity and Anthropic scaling toward 5 gigawatts on Trainium, the kind of anchor commitments that turn a side project into a real business. For Amazon, owning more of the silicon stack means better margins and less dependence on NVIDIA's tightly allocated GPUs. The development matters because NVIDIA's dominance has been the defining bottleneck of the AI boom. If a hyperscaler can credibly match Blackwell at rack scale on its own chips, it chips away at that leverage and gives large AI customers a genuine second source, which over time could reshape both pricing and supply across the industry.

## Source

[Read the full story at Amazon](https://www.aboutamazon.com/news/aws/amazon-ai-chips-business-history)

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