On Friday,$Marvell Technology (MRVL.US)$the stock price rose. As of the time of writing, the stock had surged over 8%, trading at USD 95.83. Previously,$Amazon (AMZN.US)$during the earnings call, it was stated that demand for its self-developed AI chip Trainium has been robust, with the business now reaching billions of dollars in scale and recording a 150% quarter-on-quarter growth. Marvell Technology is the primary contract manufacturer of the Trainium chips.
Amazon CEO Andy Jassy stated during the earnings call: “The adoption rate of Trainium2 continues to rise, and current production capacity has been fully booked. The scale of this business is rapidly expanding.” He also revealed that while Trainium processors are currently mainly used by a few large customers, the launch of the next-generation product, Trainium3, is expected to attract more customers.
Jassy pointed out that the AI platform Bedrock being built by Amazon aims to become 'the world’s largest inference engine,' with long-term potential comparable to AWS's core computing service EC2. 'Currently, the vast majority of token usage on Bedrock already runs on Trainium chips,' Jassy added.
According to the plan, Trainium3 will be available for preview by customers by the end of 2025, with larger-scale deployment expected in 2026.
Additionally, Jassy emphasized that Amazon continues to collaborate closely with$NVIDIA (NVDA.US)$Maintains close cooperative relationships with Advanced Micro Devices (AMD.US) and Intel (INTC.US), and plans to further expand collaboration with these chip suppliers in the future. He stated, 'We will continue to aggressively invest in expanding computing power because we see explosive demand. Despite our rapid increase in capacity, it is absorbed as soon as it comes online. This is still a very early stage, presenting unprecedented opportunities for AWS customers.'
Editor/Joryn
