Amazon and Google make dents in Nvidia’s A.I. chip dominance

The New York Times reported on Jan. 29, 2026, that Amazon and Google have begun to carve out meaningful business in the market for artificial intelligence chips by supplying their own processors to major customers, notably Anthropic, challenging Nvidia’s long-standing dominance. Amazon has installed thousands of its Trainium chips into a network of data centers in Indiana used by Anthropic, and Google struck deals to supply its tensor processing units, or TPUs, to Anthropic as the start-up builds data centers in New York, Texas and other locations, three people familiar with the partnership said.

For the first time, Google allowed a company to install its TPUs in data centers that do not belong to Google, and Anthropic is installing the chips in facilities built with a company called Fluidstack; Google is also backstopping some of the debt for those projects, the people said.

The moves have translated into large revenues. Amazon’s chief executive Andy Jassy said Trainium generated “multiple billions” in 2025, while Broadcom’s chief executive, Hock Tan, said the company had sold $10 billion in Google chips to Anthropic and that the A.I. start-up had placed a second order for $11 billion.

Nvidia, meanwhile, still controlled 92 percent of the specialized A.I. chip market and its A.I. chip revenue approached $200 billion in 2025.

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