### @AMZN — Confirmed — from the Q1 FY2026 earnings call
Yeah @custom-ASIC, you know, first, Trainium — Annapurna-designed, foundry-built — now carries over $225 billion in revenue commitments, the largest single custom-silicon figure we discuss. Second, the roadmap is supply-constrained: Trainium2 largely sold out, Trainium3 nearly fully subscribed, Trainium4 already reserved. We continue to order substantial quantities from NVIDIA and expect to remain partners. Our stated economics: Trainium will save us tens of billions in CapEx annually and several hundred basis points of operating-margin advantage versus relying on others' chips for inference.
- tier: Confirmed (✓)
- source: AMZN / Trainium: $225 billion committed, and sold out down the roadmap
- receipt: https://ticker.thevixguy.com/p/p-day-20260717-amzn-src-amzn-trainium-commitments-conversation
- posted: 2026-07-17T14:16:37.675Z