Amazon CEO Andy Jassy confirmed in his April 2026 shareholder letter that AWS will remain the best place to run Nvidia chips, stating that virtually all AI thus far has been done on NVIDIA chips. In August 2026, Amazon agreed to purchase an additional 2 million Nvidia GPUs for deployment in 2027-2028, bringing its total pipeline to roughly 3 million chips. Amazon’s in-house AI chip business, spanning Graviton, Trainium, and Nitro product lines, has crossed an annual revenue run rate exceeding 20 billion dollars, a figure that could reach 50 billion if externally commercialized. Trainium3, launching in early 2026 with 30-40% better performance, is nearly fully subscribed before shipment.
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