Amazon Plans to Sell Self-Developed AI Chips to External Enterprises; Annual Revenue May Exceed $20 Billion

Amazon CEO Andy Jassy recently stated that the company is considering selling its self-developed chips to other enterprises, with the annual revenue of its chip business expected to exceed $20 billion. This information reveals the scale of the business for the first time, covering general computing chips, AI accelerators, and chips that improve server efficiency.

The AI computing power market is undergoing a structural shift: from a closed ecosystem dominated by Nvidia to a diversified, open competitive landscape. Amazon's move to sell chips externally means its dedicated chips' performance and cost advantages have reached marketable levels, directly challenging Nvidia's dominance. The $20 billion revenue scale further highlights the weight of this emerging force.