Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
 Best Of AMZN | Best Of | Favourites & Replies | All Boards | Post of the Week! | How To Invest
Search AMZN
Shrewd'm.com Merry shrewd investors
Best Of AMZN | Best Of | Favourites & Replies | All Boards | Post of the Week! | How To Invest
Search AMZN

Stocks A to Z / Stocks A / Amazon (AMZN)
Unthreaded | Threaded | Whole Thread (1) | Next
Author: BreckHutHigh ✧  😊 😞
Number: of 15 
Subject: Jassy Letter
Date: 04/09/26 9:55 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 9
CEO Andy Jassy’s 2025 Letter to Shareholders dropped today (4/9/26):
https://www.aboutamazon.com/news/company-news/amaz...

AMZN chips as a standalone business:

"There’s so much demand for our chips that it’s quite possible we’ll sell racks of them to third parties in the future."

"If our chips business was a stand-alone business, and sold chips produced this year to AWS and other third parties (as other leading chips companies do), our annual run rate would be ~$50 billion."

"Amazon Bedrock, AWS’s primary (and very fast-growing) inference service, runs most of its inference on Trainium. At scale, we expect Trainium will save us tens of billions of capex dollars per year, and provide several hundred basis points of operating margin advantage versus relying on others’ chips for inference. Our annual revenue run rate for our chips business (inclusive of Graviton, Trainium, and Nitro—our EC2 NIC) is now over $20 billion, and growing triple digit percentages YoY."

CPU shortage:

"Two large AWS customers have already asked if they could buy *all* of our Graviton instance capacity in 2026 (Graviton is our widely-adopted custom CPU chip)—we can’t agree to these requests given other customers’ needs, but it gives you an idea of the demand."

Don't worry, be happy on our AI Capex:

"We’re not investing approximately $200 billion in capex in 2026 on a hunch. The recent OpenAI commitment (over $100 billion) is an example of this, but there are several other customer agreements completed (and unannounced), or deep in process. Of the AWS capex we expect to spend in 2026, much of which will be monetized in 2027-2028, we already have customer commitments for a substantial portion of it."
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (1) | Next


Announcements
Amazon FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Ticker or Board Name Author

Best Of AMZN | Best Of | Favourites & Replies | All Boards | Followed Shrewds