Andy Jassy Says Amazon’s Nvidia Competitor Chip Is Already A Multibillion-Dollar Business
Trainium3 chip: Amazon’s faster, cheaper Nvidia rival gains billions in revenue and 100K+ customers as AI demand explodes.
Matilda
Andy Jassy Says Amazon’s Nvidia Competitor Chip Is Already A Multibillion-Dollar Business Trainium3 Chip Takes Center Stage as Amazon Challenges Nvidia Amazon’s new Trainium3 chip is already dominating tech conversations, as users search for whether Amazon can finally challenge Nvidia’s grip on the AI hardware market. The company used the AWS re:Invent 2025 stage to unveil a major leap in performance, promising faster speeds, lower power usage, and dramatically cheaper training costs. In the first few minutes of this announcement, one question became clear: Is Amazon now the strongest competitor Nvidia has ever faced? With billions of dollars already tied to its Trainium line, Amazon believes the answer is yes. Credit: Kevin Winter / Getty Images Amazon Says Trainium3 Is 4x Faster—and Cheaper—Than Before During the keynote, Andy Jassy confirmed what industry watchers had anticipated for months: Trainium3 is not just an upgrade, but a significant redesign meant specifically to win high-volume cloud customers. The new chip reportedly delivers 4x the performance of Trainium2 whil…