Amazon dropped some breadcrumbs on Thursday for investors interested in the momentum of its Trainium custom-chip business.
Investors have been skeptical about Amazon's artificial-intelligence Trainium chips, according to Bank of America analyst ...
Marvell Technology Inc. (MRVL) is positioned for accelerated growth as Amazon's Trainium chip deployments and cloud spending ...
Marvell Technology (MRVL) shares rose more than 5% in premarket trading on Friday after Amazon (AMZN) said it is seeing a lot of demand for its Trainium processors. Read for more.
One only need look at the incredible revenues and profits of the datacenter business at Nvidia to know that the world’s biggest compute customers – the ...
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Amazon projects doubling AWS capacity by 2027 as Trainium drives 150% quarterly revenue growth
Revenue increased from $167.7 billion in Q2 to $180.2 billion in Q3. AWS growth accelerated from 17.5% to 20.2% year-over-year. AWS backlog rose from $195 billion to $200 billion. Special charges for ...
The AI infrastructure buildout has moved from speculation to reality, and two companies are positioned to capture the lion's share of spending.
Shares of Marvell Technology ($MRVL) jumped over 4% on Friday. The upside came after Amazon ($AMZN) highlighted rising demand ...
Amazon announced earnings per share of $1.95, exceeding the expected $1.57—a 25% surprise that caught Wall Street completely ...
With this increasing demand, AWS has been building out its data center capacity rapidly. According to Jassy, the company has ...
Amazon's Project Rainier, with 500k Trainium2 chips, is live. BoA analyst expects $272 price. Rainier could add $6B to AWS ...
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