AWS Custom Chip Capacity Nearly Sold Out, to Deploy Cerebras AI Chips After $510M 2025 Revenue
Amazon Web Services' custom chip computing capacity is nearly sold out, reflecting surging internal silicon demand. AWS plans to integrate Cerebras Systems' AI chips—backed by a $10 billion OpenAI deal—into its data centers as the startup files for an IPO after $510 million 2025 revenue.
1. AWS Custom Chip Demand Surges
Amazon Web Services has nearly sold out its custom chip computing capacity, underscoring strong demand for its in-house silicon as enterprises seek optimized cloud performance.
2. Cerebras Files IPO and Financials
Cerebras Systems has filed for an IPO planned in mid-May after reporting $510 million in 2025 revenue and securing a more than $10 billion contract with OpenAI, following a $1.1 billion Series G at an $8.1 billion valuation last year.
3. AWS Partnership Expands AI Capabilities
AWS has agreed to deploy Cerebras AI chips in its data centers, signaling a strategic push to diversify hardware offerings beyond internal chips and strengthen ties with leading AI technology providers.