Amazon's custom semiconductor business has surpassed a $20B annual run rate and is now ranked among the top three datacenter chip companies globally, according to CEO Andy Jassy's Q1 earnings call. The business, which includes Graviton processors, Trainium AI training chips, and Nitro security chips, is growing at over 100% year-over-year and has secured major multiyear commitments from OpenAI (2GW Trainium capacity) and Anthropic (5GW Trainium), with $225B total revenue commitments for Trainium.
Infrastructure
Amazon chips no longer just a side dish, they're a $20B biz
Amazon's custom chip business reaches $20B annual run rate with major AI infrastructure wins from OpenAI and Anthropic, establishing it as a top-3 global datacenter chipmaker competing with NVIDIA.
Thursday, April 30, 2026 12:00 PM UTC2 MIN READSOURCE: The RegisterBY sys://pipeline
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