"If our chips business was a stand-alone business, and sold chips produced this year to AWS and other third parties, our annual run rate would be ~$50 billion."
"There's so much demand for our chips that it's quite possible we'll sell racks of them to third parties in the future."
"A significant chunk of services powered by Trainium4 has already been reserved, even though Amazon won't make it broadly available for about 18 months."
"85 percent of global IT spend remains on-premises. This will change."
Amazon's CEO Andy Jassy revealed that the company's chip business could achieve an annual run rate of approximately $50 billion if it operated independently. High demand for Amazon's Graviton instance capacity has led to requests from large AWS customers to purchase all available capacity for 2026. The Trainium AI chips are also in high demand, with nearly full subscription for services running on Trainium3. Jassy expects significant cost savings and operational advantages from these chips, while AWS continues to grow amidst a predominantly on-premises IT spending landscape.
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