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Figure represents roughly 10% of Amazon Web Services' $142.
Amazon's AI services at AWS now generate over $15 billion in annualized revenue.
KEY POINTS
- Amazon's custom chip business has doubled to a $20 billion annualized revenue run-rate since Q4.
- Amazon already has substantial customer commitments for much of its 2026 AWS AI capital expenditure.
- Amazon is considering selling its custom AI chips to third-party customers in the future.
COMPANIES
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