Amazon’s (AMZN) years long effort to build a serious alternative to Nvidia’s (NVDA) dominant AI chips is starting to gain traction, via The Information

Anthropic and OpenAI, which have struck multibillion-dollar investment and infrastructure deals with Amazon, have already committed to renting large amounts of current and future Trainium capacity. Now, recent software improvements are prompting smaller developers to consider moving more workloads to Trainium, half a dozen people who use or work with the chips said.