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

Apr 7, 2026

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.