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CLAIM #7470 · Amazon.com Inc (AMZN) · 2025Q3 earnings call · Oct 30, 2025 · due Jun 30, 2026

we have a lot of other customers who are interested in employing large clusters of Trainium chips that we're going to hopefully give them a chance to do so with Trainium3.

Andrew Jassy · CEO

PENDING
graded after results covering Jun 30, 2026 are reported

In context

pect Rainier to expand beyond Anthropic? And how do you replicate Rainier with Trainium3 chips? Andrew Jassy: Yes. I think what is compelling for entropic around Project Rainier is really is the Trainium2 chip, which we built a very -- first of all, we built a very large cluster that they can use in a very expansive way. And it's not simple to be able to build a cluster that has 500,000 plus chips going to 1 million. That's an infrastructure feet that's hard to do at scale. And so some piece of it is the infrastructure capabilities that we've built over a long period of time in AWS that is unusual in the industry. But it's just also the performance of the chip and the price performance, both of which matter. And I think that Project Rainier is something that is specific for anthropic, but we have a lot of other customers who are interested in employing large clusters of Trainium chips that we're going to hopefully give them a chance to do so with Trainium3. Operator: The next question comes from the line of Mark Mahaney with Evercore ISI. Mark Stephen Mahaney: I want to ask about 2 topics, groceries and then how to think about head count in the future. And on groceries, I want to -- the perishables, I think last quarter, you talked about 70% or something of users had never purchased from perishables from Amazon before. Just talk about whether you -- I think you used the term, Game Changer, before. Does this mean that maybe we don't -- you no longer need to Amazon Fresh stores. You always had this DVD delivery van density advantage. And have you kind of reached a point you think of scale and speed that you really can change people habit and really have them consider Amazon as one of their first grocery options? Do you really feel like you're

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