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Digitimes August 1, 2026 By DIGITIMES neutral

AWS chip business passes US$25 billion run rate; CEO Jassy says there is 'real chance' of selling Trainium outside AWS

AmazonAWSAI / LLMSemiconductorsData Center
Amazon's custom silicon business has reached an annual revenue run rate of more than US$25 billion and is growing at triple-digit percentages yearly, CEO Andy Jassy said on the company's second-quarter earnings call. For the first time, he indicated the company may sell its Trainium accelerators to data centers it does not operate.
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