Who Makes AWS's Chips? Amazon's AI Silicon Supply Chain

AWS increasingly runs on Amazon's own Trainium and Graviton chips instead of buying everything from NVIDIA. Here's who fabricates that silicon, and who's buying capacity on it.

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Aug 9, 2026 · 2 min read

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AWS is the largest cloud platform in the world, and a growing share of the compute behind it isn't bought from NVIDIA at all. Amazon designs its own Trainium AI chips and Graviton server processors, and that self-designed silicon now generates north of $15 billion a year in annualized revenue. Designing a chip and building one are different things, though, and Amazon doesn't own a single fab.

The short answer

Amazon's AI chip supply chain has three parts:

• Who buys the capacity: Anthropic is AWS's top customer for Trainium chips, running large-scale AI model training on them.
• Who builds the silicon: TSMC fabricates Amazon's custom Trainium and Graviton chips, including the advanced CoWoS packaging AI chips need.
• Who supplies the networking: Broadcom co-designs custom ASIC silicon and supplies the high-speed switching that connects it all inside AWS data centers.

The full interactive map is on Amazon's supply chain page.

Why Amazon builds its own chips

Buying every AI chip from NVIDIA means competing with every other hyperscaler for the same limited supply, at NVIDIA's margins. So Amazon designs its own chips, Trainium for AI training and Graviton for general-purpose servers, and has someone else build them. Those chips are now a real business line. Anthropic is the top customer, running large-scale model training on Trainium capacity inside AWS.

Who makes Amazon's Trainium and Graviton chips?

TSMC is the foundry that turns Amazon's Trainium and Graviton designs into physical chips. Packaging matters as much as fabrication here, and AWS's CoWoS advanced-packaging wafer volume at TSMC is projected to climb sharply through 2026 as Trainium demand grows. Amazon, NVIDIA and Apple all share this dependency. The world's leading-edge chip capacity runs through one company in Taiwan.

Who wires it together

A chip is only useful once thousands of them are networked together inside a data center. Broadcom co-designs custom networking silicon with Amazon and supplies the high-speed switching that moves data between racks of Trainium and Graviton servers. It gets less attention than the chips, but the system doesn't work without it.

See it for yourself

The full breakdown, with live tickers for every company involved, is on Amazon's supply chain map.