AWS Unveils Trainium3, TikTok's $38B Brazil Investment, and Micron's Japan Expansion

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In this edition of Silicon Brief, we're diving into the latest developments in AI chips and data centers. At the AWS re:Invent 2025 conference, Amazon Web Services unveiled its new AI training chip, Trainium3, and shared plans for the upcoming Trainium4, which promises enhanced interoperability with Nvidia's technology. Meanwhile, Phillips Lytle LLP is expanding its Data Centers Practice Team to meet the growing demands of AI infrastructure.

Additionally, TikTok is making a significant investment of $38 billion in a new data center complex in Brazil, while Deutsche Telekom and Schwarz Group are collaborating on a gigafactory for AI in Germany. These moves highlight the global push to enhance AI capabilities and infrastructure. Stay tuned as we explore these stories and more in this edition.

AWS Unveils Trainium3 AI Chip and Trainium4 Roadmap

At the AWS re:Invent 2025 conference, Amazon Web Services introduced its new AI training chip, Trainium3, and announced plans for Trainium4, focusing on performance improvements and interoperability with Nvidia's technology. Read more

Phillips Lytle LLP Expands Team for AI Infrastructure

Phillips Lytle LLP has expanded its Data Centers Practice Team to better support clients in data center development and operations, addressing the growing needs in AI infrastructure. Read more

TrendForce Highlights 10 AI Tech Trends for 2026

TrendForce has released a report identifying 10 key technology trends expected to influence the tech industry in 2026, including AI chip competition and advancements in autonomous driving systems. Read more

TikTok Invests $38 Billion in Brazilian Data Center

ByteDance's TikTok is investing $38 billion to construct a data center complex in Pecém, Brazil, enhancing its AI capabilities and utilizing the country's renewable energy and strategic location. Read more

Deutsche Telekom and Schwarz Group Plan AI Data Centre

Deutsche Telekom and Schwarz Group are reportedly collaborating to build a gigafactory for AI in Germany. This initiative is part of a larger EU-supported effort to enhance AI infrastructure. Read more

Amazon's Trainium AI Chip Becomes Multibillion-Dollar Business

At the AWS re:Invent conference, Amazon CEO Andy Jassy announced that the Trainium2 AI chip is generating multibillion-dollar revenue, with over 1 million chips in production. The upcoming Trainium3 chip promises to be significantly faster and more efficient. Read more

Macquarie Data Centres Completes IC3 Super West Structure

Macquarie Data Centres has finished the external structure of its IC3 Super West facility in Sydney, a 47MW data center set to open in September 2026. This AUD 350 million investment aims to meet the growing demand for AI infrastructure. Read more

Vultr's $1 Billion AI Cluster Investment in Ohio

Vultr is set to invest over $1 billion in a 50MW AI cluster at its Springfield, Ohio data center, featuring 24,000 AMD MI355X GPUs, expected to be operational by early 2026. Read more

Marvell Acquires Celestial AI for $3.25 Billion

Marvell Technology has announced its acquisition of semiconductor startup Celestial AI for $3.25 billion. The deal aims to enhance Marvell's AI infrastructure capabilities with Celestial AI's Photonic Fabric technology. Read more

Micron Exits Consumer Memory Business

Micron Technology plans to exit its consumer memory business to concentrate on advanced memory chips for AI data centers, due to a global semiconductor supply shortage. Read more

Singularity Compute Launches Swedish GPU Cluster

Singularity Compute has launched its first enterprise-grade NVIDIA GPU cluster in Sweden to address the AI infrastructure shortage. The Stockholm-based cluster, powered by renewable energy, aims to meet the growing demand for computational resources in AI research and applications. Read more

IBM CEO Questions AI Data Centre Spending

IBM CEO Arvind Krishna has raised concerns about the financial sustainability of global AI data centre investments, which could reach $8 trillion. He questioned the potential returns on these investments due to rapid hardware depreciation and large-scale commitments. Read more

Micron to Build $9.6 Billion Memory Facility in Japan

Micron plans to invest $9.6 billion in a high-bandwidth memory facility in Hiroshima, Japan, with $3.2 billion in subsidies from Japan's METI. Construction is set to begin in 2026, aiming to enhance competition with SK Hynix. Read more

OpenAI and NEXTDC Plan $4.6 Billion AI Campus in Sydney

OpenAI has partnered with NEXTDC to develop a large-scale AI infrastructure campus in Sydney, Australia. The project aims to boost the country's AI capabilities and create thousands of jobs. Read more

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AWS Unveils Trainium3, TikTok's $38B Brazil Investment, and Micron's Japan Expansion - Silicon Brief #47

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