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AWS CEO Says Compute Demand 'Almost Insatiable'
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December 2, 2025
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December 2, 2025
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8:56Now PlayingMatt Garman, CEO of Amazon Web Services, told Bloomberg's Ed Ludlow that the demand for more power and more compute is 'almost insatiable' as the company looks to take on chipmakers like Nvidia and Google with its Trainium3 AI chip.
- Amazon.com Inc.’s cloud unit raced to get the latest version of its artificial intelligence chip to market, renewing efforts to sell hardware capable of rivaling products from Nvidia Corp. and Google.
The accelerator, called Trainium3, was recently installed in a few data centers and will be available for customers beginning on Tuesday, Dave Brown, a vice president with Amazon Web Services, said in an interview.
“As we get into early next year we’ll start to scale out very, very quickly,” he said.
The chip push is a key element of Amazon’s strategy to stand out in AI. AWS is the largest seller of rented computing power and data storage. But it has struggled to replicate that dominance among leading developers of AI tools, as some companies opt instead to rely on Microsoft Corp., which has close ties to ChatGPT maker OpenAI, or Alphabet Inc.’s Google.
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