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
taking a shot at NvidiaTelecompaper:Amazon CEO defends huge AI investments, confirms Leo launch in mid-2026Wajeeh Khan /Barchart.com:As Amazon Takes on Chipmakers, Should You Buy AMZN Stock Here?Nick ...
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 …
A profile of AWS following its 20th anniversary, covering its creation, ability to lead the market it created, response to the ChatGPT disruption, and AI bets
Nvidia says it will sell 1M GPUs and a broad mix of other chips, including its new Groq chips, to AWS by the end of 2027; financial terms were not disclosed
Nvidia (NVDA.O) will sell 1 million of its graphics processing unit chips, along with a host of the AI giant's other offerings …
Nvidia says it will sell 1M GPUs and a broad mix of other chips, including new Groq chips, to AWS by the end of 2027; financial terms were not disclosed
Nvidia (NVDA.O) will sell 1 million of its graphics processing unit chips, along with a host of the AI giant's other offerings …
At an all-hands, Andy Jassy said he expects AI to help AWS reach $600B in annual sales by 2036, double his prior estimate; AWS had revenue of $128.7B in 2025
At an all-hands, Andy Jassy said he expects AI to help AWS reach $600B in annual sales by 2036, double his prior estimate; AWS had revenue of $128.7B in 2025
Amazon O> CEO Andy Jassy said during an internal all-hands meeting he expects artificial intelligence could help cloud computing …
Internal documents: Amazon's data center operations total 900+ facilities in 50+ countries, including AWS colocation facilities, higher than commonly understood
Amazon.com Inc.'s data center operation is much larger than commonly understood, totaling more than 900 facilities in more than 50 countries …
Goldman Sachs: just 33 US counties accounted for ~72% of all US data center capacity as of July; buildouts like AWS' in Oregon have transformed tiny communities
David Uberti / Wall Street Journal :
An in-depth look at AWS' underperformance in the GenAI era, as Microsoft Azure and Google Cloud gain ground, and how Anthropic could spark an AWS AI resurgence
Two-and-a-half years ago, we flagged a looming “cloud crisis” at AWS. Today, the evidence has mounted. X: @rohanpaul_ai and @dylan522p X: Rohan Paul / @rohanpaul_ai : AWS is betting heavily on its cu...