Uber Expands AWS Contract to Run More Services on Amazon's AI Chips

Amazon announced on April 7, 2026, that Uber expanded its AWS contract to run more ride-sharing features on Amazon's custom AI chips, including Graviton CPUs and Trainium3, marking a reversal from Uber's 2023 strategy when it signed multi-year deals with Oracle and Google to migrate off its own data centers. The shift represents a competitive victory for AWS's in-house chip design approach, which CEO Andy Jassy said generated multibillion-dollar revenue by December 2025, while Oracle has moved away from chip design after selling its Ampere stake for $2.7 billion. Uber joins Anthropic, OpenAI, and Apple in adopting AWS AI chips, demonstrating how custom silicon has become a key differentiator in cloud computing competition.

Uber's expanded AWS partnership and chip adoption

• ▪Uber will start a new trial testing Trainium3, AWS's Nvidia competitor AI chip
• ▪Uber joins Anthropic, OpenAI, and Apple as big tech companies that have signed on or increased their usage of AWS because of AWS AI chips
• ▪Uber will run more of its ride-sharing features on Amazon's chips as part of the expanded AWS contract
• ▪Amazon announced on Tuesday, April 7, 2026, that Uber was expanding its contract for AWS cloud services

Uber's previous cloud commitments to Oracle and Google

• ▪Uber signed giant, multi-year cloud computing deals with Oracle and Google in 2023
• ▪Uber publicly reiterated its goal to transition to Oracle and Google clouds in December 2025
• ▪Uber began transitioning from on-premise data centers to the cloud using OCI and Google Cloud Platform in February 2023

Ampere's corporate history and Oracle's strategic shift

• ▪Renee James was a key board member who helped vote in Oracle's $9.3 billion purchase of NetSuite in 2016
• ▪Larry Ellison was a major stockholder in NetSuite when Oracle purchased the company in 2016
• ▪Renee James held a board seat position at Oracle when she founded Ampere
• ▪Renee James is no longer working at Ampere as of April 2026
• ▪Larry Ellison believes designing chips in-house for Oracle data centers is no longer a competitive advantage
• ▪Ampere was founded by former Intel executive Renee James after she was not promoted to CEO at Intel
• ▪Renee James was an investor at private equity firm Carlyle when she founded Ampere
• ▪Renee James left Oracle's board at the end of 2024
• ▪Softbank acquired Ampere in December 2025
• ▪Renee James gave up her status as an independent Oracle director because of Oracle's investment in Ampere

Perspective of Amazon Web Services

• ▪AWS Trainium was already a multibillion-dollar business as of December 2025, according to Amazon CEO Andy Jassy

Perspective of Oracle

• ▪Larry Ellison believes designing chips in-house for Oracle data centers is no longer a competitive advantage
• ▪Oracle sold its stake in Ampere for a $2.7 billion pre-tax gain in December 2025

Perspective of Uber

• ▪Uber will start a new trial testing Trainium3, AWS's Nvidia competitor AI chip
• ▪Uber will expand its use of AWS's Graviton ARM-based server CPU as part of the expanded AWS contract