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OpenAI to utilize 2GW of Trainium capacity via Amazon AWS
Thursday, February 26, 2026 at 02:03 AM
OpenAI has reportedly entered into a significant custom ASIC agreement to utilize 2GW of Amazon Web Services (AWS) data center capacity powered by Trainium chips.
Context
OpenAI is in advanced discussions to significantly expand its recent $38 billion cloud partnership with Amazon, potentially securing an additional investment of at least $10 billion. This expansion centers on the adoption of Amazon’s proprietary Trainium chips, marking a major strategic shift for OpenAI as it seeks to diversify its infrastructure beyond Nvidia hardware and move away from its historic exclusivity with Microsoft Azure.
The deal, which could push OpenAI’s valuation past $500 billion, aims to deploy hundreds of thousands of AI chips by the end of 2026. By integrating Trainium silicon, OpenAI expects to achieve better price-performance ratios for both training and inference, helping to manage its substantial compute costs. For Amazon, the partnership serves as a high-profile validation of its custom semiconductor division, positioning its vertical stack as a primary competitor to Nvidia in the high-end AI market.
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