AWS Chip Business Hits $10 Billion Run Rate as Retail Investors Flock to Amazon
Retail investors continue to accumulate Amazon shares, ranking second in Magnificent Seven purchases during Feb. 12–18 retail flows. AWS’s custom Trainium and Graviton chips have achieved a combined $10 billion annual run rate with triple-digit revenue growth, underlining Amazon’s AI-driven cloud expansion.
1. Retail Investor Demand
For the week of Feb. 12–18, retail investors added Amazon to their portfolios at the second-highest rate among the Magnificent Seven stocks, trailing only Nvidia. This sustained buying streak highlights strong confidence in Amazon’s long-term growth trajectory despite broader market volatility.
2. AWS Custom Chip Revenues
Amazon Web Services’ proprietary Trainium and Graviton chips have surpassed a $10 billion annual revenue run rate, achieving triple-digit year-over-year growth. The robust performance of these AI-focused processors reinforces AWS’s leadership in cloud infrastructure and fuels Amazon’s strategic push into enterprise AI solutions.