Uber Expands AWS Deal, Bets on Amazon’s Custom Chips

[encrypted]

Uber is deepening its relationship with Amazon by expanding its use of AWS infrastructure—specifically Amazon’s in-house chips like Graviton and the new Trainium3 AI processor.

This marks a notable shift. While Uber previously committed to moving workloads to Oracle and Google cloud platforms, it’s now leaning further into AWS to power ride-sharing features and AI workloads.

The bigger signal? Amazon’s custom silicon strategy is working. Instead of relying solely on third-party chips, AWS is attracting major clients with its own lower-cost, high-performance alternatives—turning infrastructure into a competitive advantage.

[lingriiddd]

aws pushing custom silicon is a natural evolution, margins improve a lot when you control both infrastructure and hardware