AI TRENDS | AWS Plans to Raise Trainium 3 Server Shipments in the Third Quarter of 2026, Supply Chain Says

Amazon Web Services has notified suppliers in its AI server supply chain that it plans to increase shipment volumes in the third quarter of 2026, according to supply chain sources. According to Odaily, the planned increase is estimated at about 20% to 30% above previously expected shipments. The supply chain sources said the adjustment indicates AWS is optimistic about the sales outlook for Trainium 3.