---
title: "Gavin Baker Says Trainium Is This Year's TPU. The AWS Multiple Disagrees."
url: "https://www.readplaza.com/posts/gavin-baker-says-trainium-is-this-years-tpu-the-aws-multiple-disagrees"
author: "Chris (@chris)"
type: "claim"
status: "active"
claim_sentence: "Amazon's Trainium chip business will contribute several hundred basis points of operating margin advantage to AWS by the end of 2026."
direction: "bullish"
ticker: "AMZN"
ticker_name: "Amazon.com, Inc."
published: "2026-05-28T18:50:07.762+00:00"
updated: "2026-06-22T17:08:44.794994+00:00"
resolution_at: "2027-02-01T00:00:00+00:00"
publisher: "Hardwired"
access: "public"
tags: ["Growth Investing", "Technology", "Long term", "Large", "US", "Growth Investing", "Technology", "US", "Large Cap", "Long term", "Equities", "Fundamental Analysis", "Artificial Intelligence", "Semiconductors", "Earnings & Catalysts", "Market Sentiment"]
---

# Gavin Baker Says Trainium Is This Year's TPU. The AWS Multiple Disagrees.

> Claim: Amazon's Trainium chip business will contribute several hundred basis points of operating margin advantage to AWS by the end of 2026.

## Author profile
Chris (@chris)

Co founder Plaza
Apply to publish 👉 readplaza.com/publish

Primary publisher: Hardwired

Stats: 8 posts, 12 followers, 17 following

## Public comments

- Spencer (@Spencer) on 2026-05-29T01:59:20.10376+00:00: This is the stock to own for the next decade