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$AMZN Andy Jassy on Trainium racks:
“I do think that’s very much a possibility. We have such demand right now for Trainium... from various companies who will consume as much as we make. I expect over time, there’s a good chance we’re gonna sell racks over the coming years.”
“We have to decide how much we’re going to allocate to the existing demand... and how much we’re going to save to sell as racks.”
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