Andy Jassy has great news for Amazon stock investors
View original at finance.yahoo.comAndy Jassy has great news for Amazon stock investors For years, Amazon has asked Wall Street to be patient. The spending is heavy, the timeline is long, and the payoff is coming…
What we drew from this source
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The chip business changes the economics for AWS and will be much larger than most think
60% confidenceOur chips business is on fire
60% confidenceAI revenue numbers are ascending rapidly
60% confidenceAWS AI revenue run rate is above $15 billion as of Q1 2026
60% confidenceTrainium4 has already been significantly reserved, about 18 months from broad availability
60% confidenceAmazon's chip business now has annual revenue run rate above $20 billion, growing at triple-digit rates year-over-year
60% confidenceSome AWS customers are still unable to get the compute they want despite capacity additions
60% confidenceAWS expects to double its total power capacity by the end of 2027
60% confidenceIf Amazon sold its chips externally like Nvidia does, the business would be running at roughly $50 billion in annual revenue
60% confidenceTrainium3 is nearly fully subscribed
60% confidenceTrainium2 has largely sold out
60% confidenceTwo large customers asked to buy all of Amazon's available Graviton chip capacity for 2026
60% confidence
Data points we hold from this source
| Amazon Web Services · ai revenue run rate | 15 USD |
| Amazon Web Services · power capacity added | 3.9 gigawatts |
| Amazon Web Services · total revenue run rate | 142 USD |