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Amazon CEO Andy Jassy says the company's custom chip business is scaling to achieve $50 billion in ARR.
Andy Jassy revealed Amazon's custom chip business could achieve $50 billion in annual recurring revenue.
KEY POINTS
- Amazon is considering selling its custom silicon, like Trainium and Graviton, to external customers.
- Jassy claims AWS's ARM-based Graviton chips now dominate its infrastructure, surpassing Intel CPUs.
- Amazon expects Trainium chips to save tens of billions in capex annually versus third-party chips.
- Amazon hinted at selling entire server racks, potentially competing directly with NVIDIA and others.
COMPANIES
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