Amazon chips business revenue run rate tops $20 billion

CEO Andy Jassy said Amazon's chips business run rate is over $20 billion. The cloud unit's AI run rate also exceeded $15 billion in the first quarter of 2026.

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AMAZON.COM INC has reported that its annual revenue run rate for its specialized chip business has surpassed $20 billion. This milestone, which includes revenue from its Graviton and Trainium processors, was disclosed by CEO Andy Jassy in a letter to shareholders on Thursday.

An Amazon Web Services (AWS) logo displayed at the Viva Technology conference in Paris, June 2025. REUTERS/Benoit Tessier/File Photo
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