Andy Jassy says Anthropic gets the "lion's share of capacity in 27" for Trainium chips

Amazon CEO Andy Jassy said Anthropic is a major user of Amazon’s 2027 Trainium supply, highlighting the AI lab’s role in Amazon’s chip business. The remarks followed quarterly results in which Amazon recorded a $53.4 billion non-operating gain tied mostly to Anthropic, and Alphabet logged $99 billion in unrealized equity gains. Anthropic is targeting a late-2026 IPO, which would set a public value for those holdings. AWS revenue grew 36.7% to $42.2 billion, while Anthropic has a multi-year Trainium commitment and Project Rainier uses more than 500,000 Trainium2 chips to train Claude. Jassy also said an Anthropic IPO could aid Amazon’s possible sale of Trainium chips outside AWS.