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Marvell Technology Rides AI Wave as Amazon’s Trainium Chip Demand Surges

Marvell Technology Rides AI Wave as Amazon’s Trainium Chip Demand Surges

Author:

Global Cryptocurrency

Published:

2025-10-31 18:35:02

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BTCCSquare news:

Marvell Technology shares surged 4% following Amazon's revelation of explosive growth in its Trainium AI processors. The custom chips, manufactured by Marvell for AWS's AI training workloads, now represent a multibillion-dollar business growing at 150% quarterly.

Amazon CEO Andy Jassy disclosed during Q3 earnings that Trainium2 capacity is fully subscribed, with a pipeline of large-scale adopters awaiting Trainium3's 2025 release. Marvell's strategic position as silicon provider positions it to capitalize on the $1.6 trillion AI infrastructure market.

The partnership gains significance as Amazon's Bedrock AI platform increasingly relies on Trainium processors. This development underscores the accelerating enterprise shift from general-purpose to specialized AI chips, with cloud providers driving the architectural transition.

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