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Amazon chips no longer just a side dish, they're a $20B biz
: The Trainium train keeps a-rollin'
Amazon’s chip business scores another major win
Amazon’s stock jumped toward a record high Friday, after the company announced that Meta plans to use tens of millions of the company’s Graviton chips for agentic AI workloads.
Amazon’s chip business could be worth $50 billion, Jassy says, and he hints it may sell them externally
Andy Jassy's 2026 shareholder letter reveals Amazon's Graviton, Trainium, and Nitro chips generate $20bn+ a year — and could be sold directly to third parties.
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Amazon says annual revenue run rate for chips business now over $20 billion
Amazon.com's annual revenue run rate for its chips business, which produces its Graviton and Trainium processors, is now over $20 billion, CEO Andy Jassy said in a letter to shareholders on Thursday.