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Annual letter: Andy Jassy says AWS' AI revenue has hit a $15B annual run rate as of Q1 and that Amazon's internal chips business is generating $20B+ per year

Andy Jassy's new letter to Amazon shareholders is a data-heavy defense of the tech giant's biggest bets — from AI and custom chips …

GeekWire Todd Bishop

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Discussion

  • @edzitron.com Ed Zitron on bluesky
    Two years in and $200bn+ capex and you're at $3.75bn a quarter?  Fire Andy Jassy!  Fire everybody involved in this pointless escapade!  This is a terrible business! [embedded post]
  • @bwnash Brian on bluesky
    Oh, look!  Only a $200b annual expenditure to generate $15b in revenue.  —  How fortunate we are to share an era with a true business genius like Jassey! [embedded post]
  • @wado1 Luther Yungblood on bluesky
    So AI revenue is 15b a year  —  But AI expenses are at least 200b a year  —  Am I reading that right?  Dmh [embedded post]
  • @downingark Frank Downing on x
    Jassy's shareholder letter is making Amazon's return on AI CAPEX even more clear: - Most of the AWS CAPEX for 2026 is already backed by customer commitments - AWS could be growing even faster than 24% with more capacity. Multiple customers have asked to buy all Graviton CPU
  • @0xmentalillness @0xmentalillness on x
    Some interesting bits from Jassy [image]
  • @ljkawa Luke Kawa on x
    Amazon's most consistent, fundamental corporate strategy, the one that's made the e-commerce/cloud giant into the powerhouse it is today, is also its AI strategy: $AMZN https://www.aboutamazon.com/ ... [image]
  • @benbajarin Ben Bajarin on x
    I liked the $AMZN shareholder letter. I take point 4 with a grain of salt (trn is largely AWS as a customer and Anthropic). Points 5 and 6 are most important for the “durability” of the cycle debate. https://www.aboutamazon.com/ ...