Amazon CEO Andy Jassy announced a strategic shift to directly sell its self-developed AI chips (Trainium series) and rack systems to third parties, moving beyond leasing via AWS. This aims to challenge NVIDIA's market dominance. The move, driven by a 30% cost-performance advantage and high demand for Trainium3, could boost the chip division's annual revenue to an estimated $50 billion. It reflects Amazon's push to reduce reliance on NVIDIA, lower costs, and build a full-stack AI ecosystem, potentially easing global computing power supply pressures.