"Jassy states, 'Virtually all AI thus far has been done on NVIDIA chips, but a new shift has started.' He emphasizes that AWS customers are seeking better price-performance, indicating a growing preference for Amazon's Trainium AI chips."
"He mentions, 'Trainium has hit a $20 billion annual revenue run rate,' and speculates that if Amazon were a chipmaker, it could reach a $50 billion ARR, showcasing the chip's market potential."
"Regarding Graviton, Jassy notes, 'is now used expansively by 98% of the top 1,000 EC2 customers,' highlighting its significant adoption among major companies and the demand for its capacity."
Andy Jassy's shareholder letter highlights Amazon's advancements in AI and cloud computing through its Trainium and Graviton chips. He notes the high demand for Trainium, with nearly sold-out capacity for both Trainium3 and Trainium4, projecting a significant revenue run rate. Jassy also emphasizes the widespread adoption of Graviton CPUs among top EC2 customers, showcasing Amazon's competitive edge against Nvidia and Intel. The letter reflects a strategic positioning of Amazon's technology in the evolving market.
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