AWS -- AI Update -- Meta -- Graviton -- May 5, 2026

Locator: 50719AWS. 

There's a gazillion things going on right now in AI, but if I had to list the top three that investors need to watch, these are the three:

• memory;
• accelerators; and, 
• LDCs. 

As an aside, the above --

• memory: MICRON (MU);
• accelerators: AWS: and, 
• LDCs: Texas. 

This post is on accelerators: link here. 

A reminder, Graviton, link here. August 31, 2025:

Amazon chips: wiki. Must-read. Annapurna Labs -- an Israeli company now fully owned by Amazon.

In November 2024 Annapurna announced their second generation Trainium 2 intended for training AI models. Based on their internal testing, Amazon are claiming "a 4-times performance increase between Trainium 1 and Trainium 2".

AWS Graviton - an ARM-based CPU developed by Annapurna Labs for exclusive use by Amazon Web Services.

Note: some sources call them "Trainum 2" chips and other sources call them "Trainium2" chips. In AI, "spaces" are "tokens."

From CHIPS:

AWS (Amazon): new chips -- Ocelot (quantum computing); competing with Nvidia -- Trainium, Inferentia. World's largest supercomputer to be completed in 2025 (?) -- Project Rainier -- partnered with Anthropic, AI --> Claude.

Beth: Amazon's chip business, run rate -- Graviton, Trainium, and Nitro on EC2, is now $20 billion and growing triple-digits y/y. Link here. Link here. 

Now, today, link here.