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Amazon (AMZN) is steadily positioning itself as a significant player in the artificial intelligence (AI) infrastructure market, and a key driver of that momentum is the company’s rapidly expanding in-house chip business.
During its fourth-quarter earnings call, Amazon’s management highlighted that the company’s internally developed chips have already become a meaningful contributor to its financial performance. Custom processors such as Graviton and Trainium are gaining traction within Amazon Web Services (AWS), helping power the growing demand for cloud computing and AI workloads.
According to management, the combined annual revenue run rate from these chips surpassed $10 billion and continues to grow at triple-digit rates.
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