Amazon chips no longer just a side dish, they're a $20B biz

AI + ML Amazon chips no longer just a side dish, they're a $20B biz The Trainium train keeps a-rollin' O'Ryan Johnson Wed 29 Apr 2026 // 23:47 UTC Amazon is now among the top three datacenter chip businesses in the world, as its semiconductor business surpassed a $20 billion annual run rate ... and it would be closer to $50 billion if it included itself among the customers, CEO Andy Jassy said during the company’s first quarter earnings call on Wednesday. “If our chips business was a standalone business and sold chips produced this year to AWS and other third parties as other leading chip companies do, our annual revenue run rate would be $50 billion,” Jassy said.

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