Amazon Built a $20 Billion Chip Empire. Almost Nobody Is Talking About It.

Amazon's custom chip business just crossed $20 billion in annual revenue, growing triple digits year over year — with $225 billion in committed Trainium contracts from Anthropic, OpenAI, Meta, and Uber. Andy Jassy says if it sold chips externally like Nvidia, it would be worth $50 billion a year. We break down what this means for the AI infrastructure race, cover Anthropic's six-European-offices-in-twelve-months expansion, and preview Microsoft Build on Monday.

Episode metadata supplied by the publisher feed · Published May 31, 2026

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Amazon Built a $20 Billion Chip Empire. Almost Nobody Is Talking About It.

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