Amazon Reveals Demand for Graviton Chips Two Secret Clients Tried to Buy the Entire 2026 Supply.
Amazon Unleashes $200B Investment Surge: Andy Jassy Bets Big on AI Infrastructure and Custom Silicon In his annual letter to shareholders, Amazon CEO Andy Jassy outlined a bold, high-stakes roadmap for the company’s future. Despite a sharp decline in free cash flow, Jassy defended the company’s aggressive spending, revealing a massive $200 billion investment plan for the year, with a primary focus on scaling AI infrastructure. The AI Revenue Engine The justification for this heavy capital expenditure lies in the explosive growth of Amazon's AI services. Jassy noted that this segment alone has already achieved an annualized revenue run rate of $15 billion . To sustain this momentum, Amazon is prioritizing the development of data centers and specialized hardware. The Hidden Semiconductor Giant One of the most striking revelations in the letter was the scale of AWS’s custom chip business . Jassy highlighted that if AWS’s chip division (responsible for Graviton, Trainium, and Nitro ...