Amazon is exploring selling its homegrown AI chips to other companies, potentially creating a $50 billion（約8兆円） business that could challenge Nvidia's dominance.

What happened: Amazon Web Services' AI chief Peter DeSantis told Bloomberg that AWS is in early-stage talks to sell its Trainium AI chip to other companies for data center use. CEO Andy Jassy indicated in an April shareholder letter that if the chips business were standalone and sold chips produced this year to AWS and other third parties, the annual run rate would be ~$50 billion（約8兆円）.

Why it matters: AWS has historically kept its AI chips for internal use to maximize revenue from related services like storage, security, and networking. A $50 billion（約8兆円） chips business would be comparable to Intel's annual revenues and represents a direct move into Nvidia's market, which is currently on a $326 billion（約52兆円） revenue run rate. The shift signals Amazon believes it can compete in chip sales rather than treating chips purely as a cost center.

What to watch: AWS would need to secure additional chip manufacturing capacity, likely from partners like TSMC, to supply external customers without leaving its current customers on waiting lists—a challenge given that current Trainium capacity sold out almost instantly, and the next version, Trainium4, won't be available for more than a year.