By Yahoo Finance Video
Publication Date: 2026-04-09 20:05:00
00:00 Speaker A
Well, let’s switch gears to Amazon CEO Andy Jassy’s 2020 2025, 2025 letter to shareholders. Uh a couple of curve balls in here that I noted, a $20 billion dollar plus chip business.
00:10 Speaker B
Yeah.
00:10 Speaker A
Alexa Plus, apparently driving three times more buying, so kind of in the same field as what we were just talking about. Even satellite internet project, Project Leo, um something on the radar there. So, I’m just wondering are investors thinking about Amazon too narrowly or is it still just the, you know, the shopping and AWS?
00:27 Speaker B
I I it’s it’s still shopping in AWS. Um, you know, Leo is a uh kind of nice to have kind of, I guess you would think. I actually it’s interesting, I’d like to know where they’re going to put that.
00:39 Speaker B
Maybe under AWS because it’s, you know, it’s an internet service, right? Um, they did say that AI is driving uh revenue in uh the the AWS business. Um, and they also, as you said, you uh pointed out that that uh chip business, but they said their AWS AI revenue run rate is more than $15 billion as of Q1 2026.
01:00 Speaker B
And then that chip business, $20 billion, but that’s just if you attribute it to AWS. Now if you sold the chip business, you know, if you have the chip business on its own, it’s a 50 billion dollar business.
01:13 Speaker A
It’s a solid business just like that.
01:14 Speaker B
That’s…
