MAAT INDEX

CLAIM #7469 · Amazon.com Inc (AMZN) · 2025Q3 earnings call · Oct 30, 2025 · due Jun 30, 2026

I expect Trainium3 will be about 40% better than Trainium2 and Trainium2 is already very advantaged on price performance.

Andrew Jassy · CEO

PENDING
graded after results covering Jun 30, 2026 are reported

In context

and in the future. But we're different from most technology companies in that we have our own very strong chip team, and this is our Annapurna team. And you saw it first on the CPU side with what we built with Graviton which is about 40% better price performance than the other x86 processors, and you're seeing it again on the custom silicon on the AI side with Trainium, which is about the same amount of price performance benefit for customers relative to other GPU options. And our customers to be able to use AI as expansively as they want. And remember, it's still relatively early days at this point. They're going to need better price performance and they care about it deeply. And so I mentioned earlier the momentum that Trainium2 has. And I think that for us, as we think about Trainium3, I expect Trainium3 will be about 40% better than Trainium2 and Trainium2 is already very advantaged on price performance. So we have to, of course, deliver the chip. We have to deliver it in volumes and deliver it quickly. And we have to continue to work on the software ecosystem, which gets better all the time. And as we have more proof points like we have with Project Rainier with what Anthropic's doing on Trainium2, it builds increasing credibility for Trainium. And I think customers are very bullish about it. I'm bullish about it as well. Operator: And our next question comes from the line of Doug Anmuth with JPMorgan. Douglas Anmuth: I'll stick with basically the same topic, Andy. But can you just talk a little bit about the architecture of Project Rainier and how it's differentiated and what that means for customers and for AWS? And do you expect Rainier to expand beyond Anthropic? And how do you repli

Verify independently

SEC filings for AMZN · Claim quote is verbatim from the 2025Q3 earnings call.