Amazon's Chip Business Tops $20 Billion Run Rate [Yahoo! Finance]
Amazon.com, Inc. (AMZN)
Last amazon.com, inc. earnings: 4/30 04:01 pm
Check Earnings Report
US:NASDAQ Investor Relations:
phx.corporate-ir.net/phoenix.zhtml%3fc%3d97664%26p%3dirol-irhome
Company Research
Source: Yahoo! Finance
already running at more than $20 billion annually and still growing at a rapid pace. In his latest shareholder letter, Jassy made it clear the company's planned $200 billion in capex for 2026 isn't a gamble. He pointed to strong customer demand and existing commitments, especially within AWS, where capacity is being snapped up as quickly as it's built. AWS is already running at a $142 billion revenue pace with 24% growth, but even that hasn't been enough to meet demand, which Jassy says remains constrained. Warning! GuruFocus has detected 2 Warning Sign with AMZN. Is AMZN fairly valued? Test your thesis with our free DCF calculator. A big piece of this story is Amazon's custom chips, including Graviton, Trainium, and Nitro. AI-related revenue alone is now above $15 billion, and Jassy hinted the chip business could look more like a $50 billion operation if it were sold externally. For now, most of it is used inside AWS, but the demand is clearly there. Newer Trainium chips are
Show less
Read more
Impact Snapshot
Event Time:
AMZN
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
AMZN alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
AMZN alerts
High impacting Amazon.com, Inc. news events
Weekly update
A roundup of the hottest topics
AMZN
News
- Amazon.com (AMZN) had its "outperform" rating reaffirmed by Evercore Inc.MarketBeat
- Amazon.com (AMZN) had its "outperform" rating reaffirmed by William Blair.MarketBeat
- Amazon.com (AMZN) had its "buy" rating reaffirmed by Jefferies Financial Group Inc..MarketBeat
- Amazon.com (AMZN) had its "market outperform" rating reaffirmed by Citizens Jmp. They now have a $315.00 price target on the stock.MarketBeat
- Kidsy and WAYB Announce Preferred Recommerce Partnership to Expand Access to Sustainable, Travel-Friendly Kids GearPR Web
AMZN
Earnings
- 2/5/26 - Miss
AMZN
Sec Filings
- 4/9/26 - Form 4
- 4/9/26 - Form 4
- 4/9/26 - Form 4
- AMZN's page on the SEC website