← dnystedtTrade on Hyperliquid →Trade on Hyperliquid →Trade on Hyperliquid →Trade on Hyperliquid →
“Amazon AWS servers with the latest Trainium3 AI chips inside will enter mass production in July and ship in volume in the 3rd and 4th quarters this year, and 1s”
@dnystedt
AWS Trainium3 mass production ramp in Q3-Q4 2026 directly lifts AWS revenue and reduces Amazon's GPU cost dependency.
AMZNLONG@ $234.18
$265.69+13.46%
since call Jun 22
peak +16.6%
“ASIC-based server shipments are expected to surge 64.2% this year over last, with AWS accounting for 20.4% of the market, while Google holds 46%”
@dnystedt
Google holds 46% of the ASIC server market via TPU — the dominant position in the fastest-growing segment of AI infrastructure in 2026.
GOOGLLONG@ $342.89
$360.68+5.19%
since call Jun 22
peak +7.4%
in postLONG
“Amazon AWS servers with the latest Trainium3 AI chips inside will enter mass production in July and ship in volume in the 3rd and 4th quarters this year, and 1s”
@dnystedt
TSMC manufactures both AWS Trainium3 and Google TPU chips; simultaneous mass production ramps by the two largest ASIC server players lifts TSMC advanced node wafer volumes in H2 2026.
TSMLONG@ $462.23
$394.60-14.63%
since call Jun 22
“ASIC-based server shipments are expected to surge 64.2% this year over last, with AWS accounting for 20.4% of the market, while Google holds 46%”
@dnystedt
Broadcom is the lead custom ASIC designer for hyperscaler AI chips; a 64.2% ASIC server surge directly expands its custom silicon revenue at scale.
AVGOLONG@ $390.24
$379.75-2.69%
since call Jun 22
peak +1.1%
TIMESTAMPS
in post
in post
in post
in post