In his latest letter to shareholders dated April 9, 2026, Andy Jassy highlights Amazon’s custom semiconductor business, which includes the Graviton, Trainium, and Nitro chips. The segment currently generates over $20 billion in annual revenue and is experiencing triple-digit growth rates year-over-year. Jassy suggests that if this business were marketed externally in a manner similar to Nvidia, its valuation could soar to around $50 billion.
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