Keyword → Trainium chip

Apr 9, 2026

Amazon CEO Andy Jassy Unveils Ambitious AI and Robotics Vision in Annual Shareholder Letter

Amazon CEO Andy Jassy's 2025 annual shareholder letter revealed that AWS AI revenue is running at more than $15 billion annually in Q1 2026, that Amazon's custom Trainium chip business has reached a $20 billion run rate, and outlined plans to sell AI chips and potentially robots — challenging NVIDIA's dominance in the process.

AMZN NVDA MSFT GOOGL META +25 more

Amazon AWS Andy Jassy shareholder letter Trainium chip AI revenue Amazon Leo robotics cloud computing NVIDIA competition

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