Apr. 10 at 4:19 AM
In his 2025 shareholder letter, Andy Jassy revealed that two major customers tried to buy out all Graviton capacity for 2026, signaling extreme demand for Amazon's custom silicon. AWS added 3.9 GW of power in 2025 and plans to double total capacity by late 2027. With a
$142B revenue run rate (growing 24% as of Q4 2025), AWS's growth is constrained only by power and hardware availability, not demand. This vertical integration and infrastructure moat reinforce why
$AMZN is the structural winner in the AI land rush.