AWS Hits $150B Revenue and Unveils Trainium Chips to Cut Costs
AMZN•Amazon Web Services reached a $150 billion annual revenue run rate by leveraging its AI services portfolio. The unit is developing custom Trainium AI chips and Graviton CPUs to cut capital expenditures by tens of billions annually while continuing to offer Nvidia GPUs, boosting its edge over Microsoft and CoreWeave.
1. AWS Revenue Milestone
Amazon Web Services reached an annual revenue run rate of $150 billion, marking a key milestone that underscores its dominance in cloud computing and AI infrastructure.
2. Custom Chip Strategy
The unit is developing its own Trainium AI accelerators and Graviton CPUs to handle machine learning workloads internally and reduce hardware spending by tens of billions of dollars each year.
3. GPU Offering Maintained
Alongside its custom silicon roadmap, AWS continues to provide Nvidia GPUs for customers requiring specialized AI performance, ensuring broad appeal across diverse workloads.
4. Competitive Edge in AI
By combining high-run-rate cloud services with proprietary and third-party hardware, AWS solidifies its position over rivals such as Microsoft and CoreWeave in the emerging AI agent market.
