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Story summary
- Amazon will invest $200 billion in AI data centers in 2026, a $70 billion increase from 2025.
- The investment focuses on custom chips, notably the Trainium series, with rapid demand growth.
- Andy Jassy, CEO of Amazon, highlighted the success of Trainium2 and anticipated demand for Trainium3 and Trainium4.
- Marvell Technology, a partner under a five-year agreement with Amazon, has seen its stock struggle.
