Amazon CEO Letter Says Annual Revenue Run Rate For Chips Business Is Now Over $20 Billion

Reuters
2026.04.09 10:19

April 9 (Reuters) - Amazon.com Inc (AMZN.O) :

  • AMAZON SAYS AWS’S AI REVENUE RUN RATE IS OVER $15 BILLION IN Q1 2026 AND ASCENDING RAPIDLY - CEO LETTER

  • AMAZON- ANNUAL REVENUE RUN RATE FOR CHIPS BUSINESS IS NOW OVER $20 BILLION, GROWING TRIPLE DIGIT PERCENTAGES YOY - CEO LETTER

  • AMAZON - “THERE’S SO MUCH DEMAND FOR OUR CHIPS THAT IT’S QUITE POSSIBLE WE’LL SELL RACKS OF THEM TO THIRD PARTIES IN FUTURE” - CEO LETTER

  • AMAZON- IN INDIA, WHERE WE HAVE MORE THAN 360 MICRO-FULFILLMENT CENTERS, AMAZON NOW ORDERS ARE INCREASING 25% MONTH-OVER-MONTH - CEO LETTER

  • AMAZON-MUCH OF AWS CAPEX EXPECTED FOR 2026 WILL BE MONETIZED IN 2027-2028, ALREADY HAVE CUSTOMER COMMITMENTS FOR PORTION OF IT- CEO LETTER Source text: Further company coverage: (AMZN.O)

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