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Digitimes October 30, 2026 By DIGITIMES neutral

Amazon 3Q26 earnings call: TSMC capacity behind AWS's choice to start selling its own AI chips

TSMCAmazonAWSAI / LLMSemiconductorsManufacturingData Center
Amazon Web Services (AWS) saw its revenue grow 39.3% year-over-year in the third quarter of 2026. That was the cloud unit's fastest pace in nearly five years and its sixth straight quarter of acceleration. Segment sales reached US$46.0 billion, which puts AWS at a US$184 billion annualized run rate. Operating income rose 55% to US$17.8 billion.
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