""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. "As best as we can tell, our custom silicon business is now one of the top three datacenter chip businesses in the world.""
""The speed at which we've gotten here is extraordinary, and we have momentum for our custom AI silicon. We've recently shared very large, multi-year, multi-gigawatt training commitments from the two leading AI labs in the world, Anthropic and OpenAI, as well as an increasing number of companies like Uber betting on Trainium," Jassy said. "And we now have over $225 billion in revenue commitments for Trainium.""
""As AI systems shift from answering questions to taking actions, and as post training and inference scale up, the compute required pulls heavily on CPUs," Jassy said."
Amazon's semiconductor business has surpassed a $20 billion annual run rate, positioning it among the top three datacenter chip companies globally. CEO Andy Jassy indicated that if the business operated independently, it could reach a $50 billion run rate. The custom silicon segment, including Graviton processors and Trainium AI chips, is growing over 100% year over year. Major commitments from companies like OpenAI and Anthropic for Trainium capacity further demonstrate Amazon's momentum in the AI silicon market.
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