Amazon Web Services (AWS) instructed supply chain partners to increase shipments for its proprietary Trainium 3 AI ASIC servers.
AWS revised shipment targets for the third quarter of 2026 upward.
The company requested a 20% to 30% increase in production volume.
AWS utilizes a 3nm manufacturing process for the Trainium 3 chip.
This new hardware delivers double the performance of the previous generation.
Surging demand from AI labs like Anthropic and OpenAI drives the accelerated production.
Amazon’s Bedrock platform also requires significant additional capacity.
This strategy allows AWS to challenge Google’s TPU for ASIC market share.
Projections show the ASIC server market will outpace GPU market growth in 2026.
AWS intends to maintain cloud dominance through this infrastructure expansion.