@ajassy in Amazon's Shareholder Letter: "Our chips business is on fire, changes the economics for AWS, and will be much larger than most think." 2 AWS customers asked if they could buy ALL of Graviton instance capacity in 2026! This gives you an idea of the demand! Trainium2 has largely sold out. Trainium3, which just started shipping at the start of 2026 is nearly fully-subscribed. A significant chunk of Trainium4, which is about 18 months from broad availability, has already been reserved.

reactive:aws-garman-a100-demand