--- title: "Amazon CEO Letter Says Annual Revenue Run Rate For Chips Business Is Now Over $20 Billion" type: "News" locale: "en" url: "https://longbridge.com/en/news/282174808.md" datetime: "2026-04-09T10:19:28.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282174808.md) - [en](https://longbridge.com/en/news/282174808.md) - [zh-HK](https://longbridge.com/zh-HK/news/282174808.md) --- # Amazon CEO Letter Says Annual Revenue Run Rate For Chips Business Is Now Over $20 Billion April 9 (Reuters) - Amazon.com Inc (AMZN.O) : - AMAZON SAYS AWS’S AI REVENUE RUN RATE IS OVER $15 BILLION IN Q1 2026 AND ASCENDING RAPIDLY - CEO LETTER - AMAZON- ANNUAL REVENUE RUN RATE FOR CHIPS BUSINESS IS NOW OVER $20 BILLION, GROWING TRIPLE DIGIT PERCENTAGES YOY - CEO LETTER - AMAZON - “THERE’S SO MUCH DEMAND FOR OUR CHIPS THAT IT’S QUITE POSSIBLE WE’LL SELL RACKS OF THEM TO THIRD PARTIES IN FUTURE” - CEO LETTER - AMAZON- IN INDIA, WHERE WE HAVE MORE THAN 360 MICRO-FULFILLMENT CENTERS, AMAZON NOW ORDERS ARE INCREASING 25% MONTH-OVER-MONTH - CEO LETTER - AMAZON-MUCH OF AWS CAPEX EXPECTED FOR 2026 WILL BE MONETIZED IN 2027-2028, ALREADY HAVE CUSTOMER COMMITMENTS FOR PORTION OF IT- CEO LETTER Source text: Further company coverage: (AMZN.O) ### Related Stocks - [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md) - [AMZU.US](https://longbridge.com/en/quote/AMZU.US.md) - [AMZZ.US](https://longbridge.com/en/quote/AMZZ.US.md) - [AMZW.US](https://longbridge.com/en/quote/AMZW.US.md) ## Related News & Research - [Should You Chase the Amazon-Driven Rally in Globalstar Stock Today?](https://longbridge.com/en/news/281573463.md) - [Alliance Entertainment Webinar: Amazon MGM Deal, Margin Gains, and New Authentication Growth Push](https://longbridge.com/en/news/281936512.md) - [Amazon Just Revealed This 1 Business Is Worth More Than 82% of Fortune 500 Companies (Hint: Not Cloud Computing)](https://longbridge.com/en/news/282230907.md) - [NSC Study Highlights Benefits of Workplace Injury Prevention Technology | AMZN Stock News](https://longbridge.com/en/news/281768232.md) - [Is Amazon (AMZN) Still in the Sweet Spot as AWS and Retail Efficiency Drive Margins?](https://longbridge.com/en/news/282197775.md)