Jassy said chips are a $10 billion business for Amazon – and growing
"I'm not sure folks realize how strong a chips company we've become."
AI chips are now a $10 billion business for Amazon, says CEO Andy Jassy, as he doubled down with plans to “invest aggressively” in its Trainium and Graviton chips.
The CEO said he was “very optimistic” about AWS’s proprietary hardware following the launch of its Project Rainier data centre complex in October, featuring 500,000 Trainium chips.
Jassy told investors Trainium and Graviton now have a combined annual revenue run rate of over $10 billion, adding to Amazon's $716.9 billion net sales in 2025.