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Andy Jassy used his annual letter to shareholders to tout Amazon's AI chip progress.
Amazon's latest Tranium3 chip is 30-40% more price-performant than its previous model.
KEY POINTS
- A significant chunk of Tranium 4 chips has already been reserved 18 months before launch.
- Amazon's chip business now has an annual revenue run rate exceeding $20 billion and is growing.
- Amazon expects Tranium chips to save tens of billions in annual capital expenditures at scale.
COMPANIES
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