Amazon chips no longer just a side dish, they're a $20B biz
Amazon's custom silicon business has reached a $20 billion annual run rate and is now considered one of the top three datacenter chip businesses globally, according to CEO Andy Jassy. The division, which includes Graviton, Trainium, and Nitro chips, is growing over 100% year over year and has secured major AI infrastructure commitments from companies like OpenAI, Anthropic, Meta, and Uber. Jassy noted that if AWS were counted as an external customer, the chip business would be on track for a $50 billion annual revenue run rate.
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AI + ML Amazon chips no longer just a side dish, they're a $20B biz The Trainium train keeps a-rollin' O'Ryan Johnson Wed 29 Apr 2026 // 23:47 UTC Amazon is now among the top three datacenter chip businesses in the world, as its semiconductor business surpassed a $20 billion annual run rate ... and it would be closer to $50 billion if it included itself among the customers, CEO Andy Jassy said during the company’s first quarter earnings call on Wednesday. “If our chips business was a standalone business and sold chips produced this year to AWS and other third parties as other leading chip companies do, our annual revenue run rate would be $50 billion,” Jassy said.
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