# Citron Research published a blistering market commentary on the tech giant’s explosive growth in artificial intelligence (AI) hardware.

*business · news · 2026-04-10 · Benzinga*

## Key points

- Citron Research claims Amazon's custom chip division has a $50 billion revenue run rate.
- Amazon's AI chip business is growing at triple-digit rates, outpacing analyst expectations.
- Andy Jassy confirmed Trainium2 chips are sold out and Trainium4 has massive reservations.
- Citron asserts Amazon's chip business is not reflected in any current Wall Street models.

**Companies:** Amazon
**Countries:** United States

[Read the full story on Benzinga](https://www.benzinga.com/markets/equities/26/04/51748187/move-over-nvidia-citron-sees-28-upside-in-amazons-hidden-trillion-dollar-chip-empire)

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