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AI Business & IndustryYahoo Finance AIPublished: Apr 13, 2026, 04:00 JST1 min read

Amazon's homegrown AI chips generate $20B in revenue and could become a major external business as the company plans $200B in 2026 capital spending.

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Amazon's homegrown AI chips generate $20B in revenue and could become a major external business as the company plans $200B in 2026 capital spending.

3 Key Points

  1. Amazon's proprietary AI chips (Graviton and Trainium) achieved a $20B+ annual revenue run rate with triple-digit year-over-year growth

  2. The company is evaluating selling these chips directly to external customers, potentially creating a new profit stream beyond internal AWS use

  3. Amazon plans approximately $200B in capital expenditures for 2026, backed by significant customer commitments to its cloud services

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