Amazon (AMZN) exec. says they have over USD 225bln in revenue commitments for Trainium chips; AWS is a USD 150bln annualised revenue run rate business
Importance
Level 1
AWS:
- AWS growth has accelerated 28%, the fastest growth rate in 15 quarters.
- USD 2bln Q/Q revenue increase, the largest Q4 to Q1 revenue increase ever.