Andy Jassy is the CEO of Amazon and an advocate of artificial intelligence to the point that he expects AI to transform the company’s workforce in the coming years. It makes sense that he is the captain of a liner that has turned to the AI business, since before succeeding Bezos, he came from leading Amazon Web Services. And in his last letter annual to shareholders, Jassy leaves several notes that give us clues about the future of the company. It plans to compete against NVIDIA and SpaceX.
And they have 200 billion dollars to invest.
The photo. The company is going like a rocket. amazon hill 2025 at 717,000 million dollars, exceeding by 12% the 638,000 million of the previous year. Operating income increased by 17% to 80,000 million and, for its part, AWS cloud business it also worked well, achieving 24% year-on-year in the last quarter. They have done so, according to Jassy, without being able to meet the demands of some clients due to the current situation of the data centers, but even so, they are more than happy.
Burning pasta. And those good vibes are going to reach Amazon to invest some 200,000 million dollars in the coming months. The CEO has commented that “they are not going to invest that amount in 2026 following a hunch,” also pointing out that they are not going to be conservative in their bets and that what they are looking for is to lead the artificial intelligence business.
HE wait that 50,000 of those millions will end up in the pockets of an OpenAI that will need a boost after the NVIDIA “sit-in”he Sora’s closure and Disney’s withdrawal of investment. Those 200 billion will be concentrated on AI infrastructure, a bet on the future that can add pressure to margins in the short term, but from which they expect a lot.or when the business starts operating.
For its part, OpenAI is going to invest 100 billion in AWS over the next eight years. The chickens that enter by those that leave, like almost everything in this AI market.
business engine. What business? Well… the one with the chips. Amazon is one of the companies (like Goal, tesla or one’s own OpenAI) that buys from NVIDIA, but that also you are developing your own solution. There are three proper names: Graviton, Trainium and Nitro, training and inference chips (depending on the case) whose business is growing at triple digits year-on-year.
Specifically Trainium, which is the chip used to train some of the company’s models, can “save tens of billions of dollars a year.” But it’s not just about saving money by having the chip made at home and do not depend on NVIDIA prices and market competition: it is about not depend on NVIDIA itself at all.
The NVIDIA Garden. We have already explained on more than one occasion how NVIDIA is the engine of the artificial intelligence business. Not only do they have the hardware that powers the data centers of the main AI players, but they have the money to invest in both established companies and, above all, in the startups that can define the future of the sector.
And Jassy aims, directly, to become a hardware rival, one that competes with NVIDIA, AMD and even with the reborn Intel. According to the CEO, if Amazon were to sell its chip on the open market, it could represent a market of about $50 billion annually, more than double its current chip market. It would still be well below some of its rivals, but it could sell its hardware in conjunction with its AWS software. It would be by selling that “complete AI package” where Amazon would be strong against its rivals.
Amazon’s Starlink. Wanting to step on the hose of the strong hardware trio is not the only field in which Jassy wants to play. We already know that Bezos, founder of Amazon, has its space businessbut in parallel, the own Amazon is deploying its Kuiper project. It is its own constellation of satellites in low orbit for broadband Internet that aims to be direct competition to SpaceX and Elon Musk’s Starlink.
The deployment began in 2025 with a modest 27 satellites, but this 2026 They want to launch another 3,200. In the end, as all mega-companies want, Amazon seeks to be ubiquitous and permeate absolutely every millimeter of the business. Now, although its capacity in AWS is indisputable, competing against NVIDIA is a big deal.
Jensen Huang’s company is TSMC’s first customer -the great global factory-, has deployed very aggressively and intelligently in the AI segment, creating a network that is difficult to replicate and, in addition, has ensured itself to be the main customer of Samsung and SK Hynixthe companies leading high bandwidth memory without which AI cannot take off.
Image | Amazon (edited)
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