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

Theregister | 30-04-2026 12:55pm |

Amazon has achieved a significant milestone in its semiconductor business, surpassing a $20 billion annual run rate, positioning itself among the top three datacenter chip manufacturers globally. During the company’s first quarter earnings call, CEO Andy Jassy noted that the revenue could approach $50 billion if Amazon were to account for its own chip usage as a customer. This growth reflects the increasing importance of Amazon's Trainium chips in the datacenter market, marking a pivotal shift in the company's technological offerings.

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