Trainium

Amazon’s recent headlines span AWS’s re:Invent launch of Trainium 3 AI chips—promising four‑fold gains and reduced Nvidia reliance—while eyeing datacenter capacity expansion. Speculation that its 30‑year USPS contract may end in 2026 could tighten logistics margins but demands heavy capital outlays. An $8 billion stake in Anthropic positions Amazon for gains if the startup’s 2026 IPO lifts its valuation and drives AWS AI demand. Meanwhile, a 30‑minute grocery delivery pilot in Seattle and Philadelphia leverages AI‑driven logistics to boost Prime value. Analysts view these moves as catalysts for stronger growth in late 2025 and 2026.