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According to reports, Amazon AWS has raised its ASIC server shipment forecast, with an expected increase of more than 20%.
Svmuu News: According to reports from the AI server supply chain, Amazon (AWS) has notified relevant supply chain manufacturers that it will increase shipments for the third quarter of 2026, with estimates indicating a 20 to 30 percent rise from the original shipment volume. This suggests that AWS is optimistic about the sales outlook for Trainium 3. (Jin Shi)
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