Andy Jassy said AWS AI's $15 billion run rate is 260 times larger than AWS was three years after launch, calling AI adoption speed unprecedented. Bedrock customer spend jumped 170% quarter over quarter. Amazon's custom chips surpassed $20 billion annually, backed by commitments from OpenAI and Anthropic.
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Summary by ByteBrief
Broadcom's Custom AI Chips Drive TPU and OpenAI Expansion