Amazon Reports $15 Billion AI Revenue Run Rate as AWS Expands AI Offerings

May 1, 2026
Amazon CEO Andy Jassy announced that AWS has reached a $15 billion AI revenue run rate, driven by new AI products including OpenAI’s GPT-5.4 on Bedrock and the preview of Bedrock Managed Agents. AWS also saw significant growth across its AI and chip businesses in the first quarter of 2026.
Amazon Reports $15 Billion AI Revenue Run Rate as AWS Expands AI Offerings

Amazon CEO Andy Jassy said that Amazon Web Services has reached an AI revenue run rate of more than $15 billion, according to a company announcement. Jassy shared the update during Amazon’s first quarter 2026 earnings call, noting that the growth rate far exceeds the company’s early cloud expansion.

AWS added new offerings including OpenAI’s GPT-5.4 model on Bedrock, with GPT-5.5 expected soon. The company also began previewing Amazon Bedrock Managed Agents, powered by OpenAI, which allow organizations to build generative AI applications and agents at production scale.

Jassy highlighted strong adoption of AWS tools such as Strands, AgentCore, and Quick. Strands has been downloaded over 25 million times, while Quick’s new desktop app can query and summarize data from email, calendars, and local files. The number of developers using Kiro more than doubled quarter over quarter, and enterprise usage of Quick grew nearly tenfold.

Amazon’s chips business also recorded nearly 40 percent quarter over quarter growth. The company’s collaboration with Anthropic continues to expand, with Anthropic securing up to 5 gigawatts of Amazon Trainium chips to train and power its AI models.

We hope you enjoyed this article

Consider subscribing to one of our newsletters like Enterprise AI Brief, Silicon Brief or Daily AI Brief.

Also, consider following us on social media:

Enterprise AI AI Chips & Datacenters AI Brief AI Brief (X)
Free newsletter

Enterprise AI Brief

Weekly report on AI business applications, enterprise software releases, automation tools, and industry implementations.

AI Token Webinar

Whitepaper

Tensordyne Napier: What If One Rack Could Do the Work of Nine?

Tensordyne

This Tensordyne whitepaper presents Napier, an inference-focused AI processor and rack-scale system based on the company’s TDN Math logarithmic number system. It examines infrastructure requirements for large mixture-of-experts and agentic models, compares major inference architecture approaches, and details the TDN AIP processor, TDN72 pod, TDN Link fabric, and Napier Ultra configuration. The paper reports simulation-based performance, cost, and accuracy-validation results, including Tensordyne’s projected comparison of one Napier rack with a nine-rack Nvidia Rubin plus Groq deployment; the chip is reported as taped out and in fabrication.

Read more

You may also like

Free, six days a week

Daily AI Brief: the AI news that matters, in your inbox.