The Third Kingdom: The Amazon Ecosystem

The “Utility” Kingdom: AWS Inferentia & Trainium

Nov 25, 2025

∙ Paid

1. Executive Summary

If Nvidia is the “Ferrari” (High Performance/High Cost) and Google is the “Private Race Track” (Internal Use Only), Amazon AWS is the “Public Bus System”.

Philosophy: Mass transit for AI. Amazon doesn’t need the fastest individual chip; they need the cheapest, most reliable chip that they can deploy by the millions for their cloud cus…

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