Custom AI chips are proliferating in cloud data centers.

Amazon is seeing "very substantial interest" in its Trainium chips, CEO Andy Jassy said on the earnings call, citing their price-performance advantage over rival graphics processing units. Jassy ...

Amazon's custom silicon business picked up steam in the fourth quarter and hit a milestone. The company said that Trainium ...

Amazon’s AI chip Trainium is fueling AWS growth despite near-term margin pressure. Read more macro analysis here.

Microsoft says its new Maia 200 chip outperforms Amazon's and Google's latest AI silicon on key benchmarks.

AWS AI investments, Trainium chips, Graviton processors and $200 billion plan for cloud and AI explained by CEO Jassy during Amazon's earnings.

Amazon's cloud unit posted its fastest growth in more than three years, but the company's plan to spend $200 billion on infrastructure in 2026 sent shares tumbling 10% after hours.

The rivals made billions of dollars in the business over the past year, showing other companies that Nvidia isn’t the only game in town.

Amazon is in talks with OpenAI for a $10B investment and a deal for OpenAI to use Amazon’s Trainium chips. Amazon stock trades at 31.4x trailing P/E despite AI chip development and ties to Anthropic ...

Amazon is executing a $200B capex plan to maintain AWS’s AI and cloud dominance. Check out why I am upgrading AMZN stock to a ...