Limitless Podcast Why the Markets Ignore Amazon: AWS, Robotics, and AI Chips (Trainium 3)
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Dec 23, 2025 Amazon is not just an e-commerce giant; its hidden strengths in AI are impressive, especially with the launch of the Trainium 3 chip. The hosts discuss how this chip outperforms its predecessor and its cost advantages. With a massive data center expansion underway, Amazon is gearing up for a significant AI push. The conversation also touches on its robotics revolution in warehouses, strategic partnerships, and the challenges posed by TSMC's chip supply. The future looks promising for Amazon as it continues to innovate and disrupt.
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Amazon Is A Hidden AI Giant
- Amazon is often misread as just an e-commerce company while it quietly builds frontier AI capabilities.
- Ajaz argues Amazon is a huge AI player via AWS, AI chips, and robotics poised to surface in 2026.
Trainium 3 Narrows The GPU Gap
- Tranium 3 is 4.5x faster than Tranium 2, four times cheaper, and stores five times more data.
- Ajaz claims Tranium 3 achieves ~80–90% of NVIDIA Blackwell performance at roughly half the cost.
Specialized Chips Trade Flexibility For Efficiency
- GPUs are general-purpose while Amazon's chips and Google's TPUs are specialized for AI math and deliver efficiency gains.
- Josh emphasizes specialized chips excel for training/inference but fit a narrower set of use cases than NVIDIA GPUs.