Overview
- Amazon, which disclosed the figures Thursday in its shareholder letter, said its Graviton (ARM CPUs), Trainium (AI accelerators), and Nitro (networking) chips now exceed a $20 billion annual run rate.
- Leadership said the business could reach about $50 billion a year if Amazon sold the silicon externally, though it still monetizes the chips mainly inside AWS.
- Jassy said demand is running ahead of supply, with Trainium2 sold out and Trainium3 nearly fully subscribed only weeks after shipping.
- Executives say the in-house processors can lower capital needs and lift operating margin as more AI training and inference shift to Trainium and Graviton.
- Amazon plans about $200 billion in capital spending through 2026 to grow AI capacity, including a $25 billion data center buildout in Mississippi that adds jobs and new sites.