Expert Takeaways: Amazon AWS> Incremental physical AI capacity stands at 55% AWS Trainium versus 45% NVIDIA GPUs.>…
Expert Takeaways: Amazon AWS
> Incremental physical AI capacity stands at 55% AWS Trainium versus 45% NVIDIA GPUs.> Projected net-add AI capacity of 7.3 GW breaks down physically to 60% Trainium and 40% NVIDIA hardware, translating to a roughly 50/50 capital-expenditure split due to NVIDIA's ~1.5x higher per-GW capital cost.> Current Trainium capacity is split 60% inference and 40% training, with inference share expected to rise to 70% in 2027 as legacy Trainium 2 clusters are repurposed and pre-training jobs migrate to Trainium 4 clusters toward late-2027.$Amazon(AMZN.US) $NVIDIA(NVDA.US)
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