May. 20 at 3:47 PM
$AMZN people keep forgetting this is a major chip player now just because they are not used to it. Feel free to compare to your favorite chip players…
Amazon CEO Andy Jassy:
Our chips business continues to grow rapidly and is larger than what a lot of folks thought. We saw nearly 40% quarter-over-quarter growth in Q1, and, our annual revenue run rate is now over
$20 billion, and growing triple digit percentages year-over-year.
But, this somewhat masks the size. If our chips business was a stand-alone business, and sold chips produced this year to AWS and other third parties (as other leading chips companies do), our annual run rate would be ~
$50 billion. As best as we can tell, our custom silicon business is now one of the top three data center chip businesses in the world. And, the speed at which we’ve gotten here is extraordinary
https://www.aboutamazon.com/news/company-news/amazon-ceo-andy-jassy-amazon-chips-business-q1-2026-earnings