Uber has expanded its AWS contract to run real-time ride-matching infrastructure on Amazon's Graviton4 processor and is piloting AI model training on Trainium3. This move is seen as a further indication of Amazon's success in its custom silicon strategy. The deal includes a pilot pilot to train AI models on trainium3 using data from Uber's accumulated trip history. The move is part of a larger trend of significant technology companies choosing Amazon's custom silicon over the default. The partnership is seen by Kamran Zargahi as a significant step forward for Uber's real-world demands, particularly for its responsiveness under load and ability to handle demand spikes without disruption.