# Amazon’s custom chip business, covering Graviton, Trainium, and Nitro, generates more than $20 billion in annualised revenue growing at triple-.

*business · news · 2026-04-09 · TNW*

## Key points

- Amazon's custom chip business now generates over $20 billion in annualised revenue with triple-digit growth.
- Andy Jassy revealed Amazon may begin selling its chips directly to third parties, not just via AWS.
- OpenAI has committed over $100 billion to AWS, including two gigawatts of Trainium capacity.
- Trainium4 chips will feature interoperability with Nvidia's NVLink Fusion, enabling mixed deployments.
- Amazon's $200 billion 2026 CapEx is largely backed by committed customer demand, not speculative investment.

**Companies:** Amazon, Nvidia, OpenAI, SoftBank, Uber
**Countries:** United States

[Read the full story on TNW](https://thenextweb.com/news/amazon-custom-chips-jassy-letter-fifty-billion-trainium)

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