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

The Register · 2 months ago

Amazon's custom semiconductor business exceeded a $20 billion annual run rate and ranks among the top three datacenter chip makers globally, with its Trainium AI training chips and Graviton processors growing over 100 percent year over year. The company has secured major commitments including two gigawatts of capacity from OpenAI, five gigawatts from Anthropic, and deployment agreements with Meta and Uber, with Trainium2 largely sold out and Trainium3 nearly fully subscribed. Amazon's chip business enables AWS to expand its AI services, with Bedrock token processing exceeding all prior years combined and customer spending growing 170 percent quarter over quarter.