Amazon Custom Chips Stocked Out as AWS Secures Cerebras Hardware Before IPO
Amazon’s custom AI chip computing capacity is nearly sold out, limiting Nvidia’s share as Amazon scales internal silicon. AWS has partnered with Cerebras Systems to deploy its AI hardware in data centers ahead of Cerebras’ mid-May IPO after reporting $510 million revenue and $237.8 million net income in 2025.
1. Amazon Custom Chip Capacity
Amazon’s in-house AI chip deployments have reached near-maximum capacity, effectively selling out its current computing slots. This development pressures Nvidia by capturing internal demand and underscores Amazon’s accelerating focus on proprietary silicon solutions.
2. AWS-Cerebras Partnership
Amazon Web Services has struck a deal with Cerebras Systems to integrate its AI hardware into AWS data centers, enhancing Amazon’s acceleration infrastructure. Cerebras plans a mid-May IPO after raising $1.1 billion at an $8.1 billion valuation and reporting $510 million revenue with $237.8 million net income in 2025.