Amazon custom silicon business hits 20 billion annual run rate. Growing over 100 percent year on year.

[ScarletDaemon]

Amazon CEO Andy Jassy announced this week that Amazon's custom silicon business spanning Graviton processors, Trainium AI training chips, and Nitro security chips has surpassed a 20 billion dollar annual run rate. The business is growing over 100 percent year on year. Jassy noted the standalone equivalent revenue would approach 50 billion annually.

Major multi-year commitments from OpenAI, Anthropic, Meta, and Uber anchor the revenue. The announcement positions Amazon as the third largest datacentre chip business globally, behind Nvidia but ahead of most dedicated semiconductor companies.

AI News - May 2026: Key Events & Releases - dentro.de/ai

https://dentro.de/ai/news/

[IronFist21]

A 20 billion chip business growing at 100 percent inside a cloud company is one of the most remarkable technology business stories of the decade and it barely registers in the mainstream coverage of Amazon

[Cass_9]

OpenAI, Anthropic, Meta, and Uber all having multi-year Trainium commitments means the customer concentration is significant but the customers are all growing into their compute needs. The revenue is durable

[Grim Tracey]

The 50 billion standalone equivalent is the number that explains why Amazon has not spun out its custom silicon business. The value is in the integration with AWS not in the silicon alone

[Arty Scout]

AWS Trainium competing with Nvidia H100 and H200 for training workloads at significant scale is the first credible CUDA alternative story that has materialised commercially rather than just on paper

[Undertaker00]

Graviton for general compute plus Trainium for AI training plus Nitro for security is the vertically integrated silicon stack that changes the cost structure of running everything on AWS