Amazon Explores Selling Custom AI Chip Trainium
Amazon (NASDAQ: AMZN) is reportedly in early discussions to sell its Trainium line of Application-Specific Integrated Circuits (ASICs) designed for data centers. This move indicates rising demand for custom AI chips across the industry. Key players using these technologies include Broadcom (NASDAQ: AVGO) and Marvell Technology (NASDAQ: MRVL), both of which are experiencing significant growth in revenue from their AI chip segments.
Broadcom’s Revenue Surge
In Q2 of fiscal 2026, Broadcom reported a revenue increase of 48% year over year, totaling $22.2 billion. Sales from its AI chip business soared to $10.8 billion, marking a 143% rise. The company forecasts over a 200% year-over-year increase in AI chip revenue for Q3.
Marvell Technology’s Strong Performance
Marvell posted an all-time high revenue of $2.4 billion in Q1 fiscal 2027, reflecting a 28% increase from the previous year. Its adjusted earnings per share grew by 29% to $0.80, with data center revenue accounting for 76% of total sales. Marvell expects continuous revenue growth throughout fiscal 2027, signaling an optimistic outlook for the custom AI chip market.
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