---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000976032.md"
description: "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)"
datetime: "2026-11-07T18:15:17.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000976032.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000976032.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000976032.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# Expert Takeaways: Amazon AWS> Incremental physi…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**