Amazon is negotiating deals that would put its custom Trainium AI chips in data centers it doesn't own, a break from offering the processors only through Amazon Web Services. Peter DeSantis, the Amazon SVP overseeing its chip efforts, confirmed the talks in Paris but named no customers, pointing to rising demand to keep AI computing under local control, especially Europe's push for sovereign infrastructure. DeSantis dismissed the worry that selling Trainium outside AWS could undercut Amazon's cloud business, citing heavy underconsumption in AI, with the chip's third generation already sold out and a fourth drawing interest. The move follows Google opening its own TPUs to outside data centers in April and builds on CEO Andy Jassy's projection that external sales could roughly double Amazon's annualized chip revenue toward $50B.
