US Stock Market Move | Amazon.com, Inc. (AMZN.US) AI chip demand is hot, with major contract manufacturer Marvell Technology, Inc. (MRVL.US) surging over 8%.

On Friday, Marvell Technology, Inc. (MRVL.US) stock price rose. As of the time of writing, the stock jumped over 8% to $95.83. Previously, Amazon.com, Inc. (AMZN.US) stated in its earnings call that its self-developed AI chip Trainium had strong demand, becoming a core business worth billions of dollars with a quarterly growth of 150%. Marvell Technology, Inc. is the primary manufacturer of Trainium chips. Amazon.com, Inc. CEO Andy Jassy said during the earnings call, "The adoption of Trainium2 continues to rise, with capacity now fully booked, and the business is rapidly expanding in scale." He also revealed that although currently only a few large customers are using Trainium processors, it is expected to attract more customers with the launch of the next generation product, Trainium3. Jassy highlighted that Amazon.com, Inc. is building an AI platform called Bedrock, aiming to become the "world's largest inference engine," with long-term potential comparable to AWS's core computing service EC2. "Currently, the vast majority of token usage on Bedrock is running on Trainium chips," Jassy added. According to the plan, Trainium3 will be available for customer preview by the end of 2025, with larger scale deployment in 2026. Furthermore, Jassy emphasized that Amazon.com, Inc. continues to maintain close partnerships with NVIDIA Corporation (NVDA.US), Advanced Micro Devices, Inc. (AMD.US), and Intel Corporation (INTC.US), and plans to further expand collaboration with these chip suppliers in the future. He stated, "We will continue to actively invest in expanding computing power as we see explosive demand. Despite rapidly increasing capacity, it is quickly being consumed. This is still a very early stage, also bringing unprecedented opportunities for AWS customers."