AWS raises its Q3 ASIC server shipment forecast by 20-30%.

Chainthink

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Summary

According to Chainthink, Amazon AWS has increased its third-quarter ASIC server shipment forecast by 20% to 30%. This update reflects industry trends indicating strong demand for Trainium3-based components, which began shipping in May. On-chain reports suggest AWS is confident in the chip’s performance. The industry is also monitoring for signs that AWS may accelerate the launch of Trainium4 if current momentum continues.

According to relevant reports, Amazon AWS has raised its third-quarter ASIC server shipment forecast by 20% to 30% from the original plan. This adjustment reflects AWS’s optimism regarding the prospects of the Trainium3 chip.

Server motherboards and other components based on Trainium3 began shipping in May. The industry is also watching to see if AWS will accelerate the release of Trainium4, assuming current momentum continues.

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