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e=this;e._store.resetNewCount(),e._view.updateBadgeNode(e._badgeNode),M(e._badgeNode,e._config.badge.hideClass)}},{key:"_showIndicator",value:function(){this._indicatorNode&&(this._store.getNotifications().newCount?M(this._indicatorNode,this._config.panel.indicatorClass):I(this._indicatorNode,this._config.panel.indicatorClass))}},{key:"_showBadge",value:function(){var e=this;e._store.getNotifications().newCount?I(e._badgeNode,e._config.badge.hideClass):M(e._badgeNode,e._config.badge.hideClass)}}]),e}(),F={promos:{eligibleBodyClass:"display-push-promos",enableNotifOnboard:!0,bypassEligibleClassCheck:!1,notifOnboardBtnLabel:"Notify Me",notifOnboardMsg:"Get alerts for breaking news and top stories",promoLogo:"https://s.yimg.com/cv/apiv2/ae/news/circle_bell.png",showYahooLogo:!0,subscriptionTopic:"gondor_homerun_news"},badge:{hideClass:"",maxCount:5,selector:""},panel:{emptyPanelMsg:"You have no new 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The spending is heavy, the timeline is long, and the payoff is coming. Trust the process.Andy Jassy's annual shareholder letter, published April 9, reads differently. This time, he is not asking for patience. He is showing receipts.In the letter, Jassy put hard numbers around Amazon's AI and chip businesses for the first time, and the market responded by pushing the stock higher, CNBC noted. The numbers are large enough that investors who had been waiting for proof now have something concrete to work with.The most important takeaway from Jassy's letter is that AWS's AI revenue run rate is now above $15 billion as of Q1 2026.That is a major milestone. It is also the first time Amazon has disclosed this figure. It gives investors a concrete number instead of a vague promise about future AI potential.More Tech Stocks:Morgan Stanley sets jaw-dropping Micron price target after eventNvidia’s China chip problem isn’t what most investors thinkQuantum Computing makes $110 million move nobody saw comingFor context, AWS's total annualized revenue run rate stands at approximately $142 billion, according to CNBC. That means AI services already represent roughly 10% of the entire AWS business. The numbers are "ascending rapidly," Jassy said, according to Storyboard18.Demand is outpacing supply. AWS added 3.9 gigawatts of new power capacity in 2025 and expects to double its total power capacity by the end of 2027, but some customers are still unable to get the compute they want, Converge Digest indicated.Jassy also disclosed that Amazon's chip business, including Graviton, Trainium, and Nitro, now has an annual revenue run rate above $20 billion, growing at triple-digit rates year-over-year. That figure doubled from Q4 2025, Mobile World Live reported."Our chips business is on fire," Jassy wrote, adding that it "changes the economics for AWS, and will be much larger than most think."The chip demand picture is striking. Trainium2 has largely sold out. Trainium3, which started shipping in early 2026, is nearly fully subscribed. Trainium4, still about 18 months from broad availability, has already been significantly reserved.Two large customers asked to buy all of Amazon's available Graviton chip capacity for 2026, according to GeekWire. And Graviton is now used by 98% of the top 1,000 EC2 customers, TechCrunch reported.Jassy also argued that if Amazon sold its chips externally the way Nvidia does, the business would be running at roughly $50 billion in annual revenue.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoTrending tickersBTC-USD Bitcoin USD 71,011.29 -2,052.66 (-2.81%)CL=F Crude Oil May 26 96.57 -1.30 (-1.33%)ETH-USD Ethereum USD 2,190.54 -70.36 (-3.11%)XRP-USD XRP USD 1.33 -0.03 (-1.88%)BTC-CAD Bitcoin CAD 98,304.48 -2,841.59 (-2.81%)PortfolioSign in to access your portfolioSign inTop gainersOGN Organon & Co. 8.83 +1.92 (+27.79%)XNDU Xanadu Quantum Technologies Limited 8.96 +1.31 (+17.12%)ALAB Astera Labs, Inc. 149.05 +19.59 (+15.13%)MANE Veradermics, Incorporated 68.80 +8.82 (+14.70%)TTMI TTM Technologies, Inc. 121.49 +13.96 (+12.98%)Top losersFSLY Fastly, Inc. 23.07 -6.39 (-21.69%)AKAM Akamai Technologies, Inc. 91.35 -18.26 (-16.66%)FICO Fair Isaac Corporation 922.37 -149.98 (-13.99%)SEZL Sezzle Inc. 59.71 -9.42 (-13.62%)NET Cloudflare, Inc. 166.99 -26.06 (-13.50%)Most activeNVDA NVIDIA Corporation 188.63 +4.69 (+2.55%)PLTR Palantir Technologies Inc. 128.06 -2.48 (-1.90%)HOLX Hologic, Inc. 76.01 0.00 (0.00%)INTC Intel Corporation 62.38 +0.66 (+1.07%)NOK Nokia Oyj 9.46 -0.09 (-0.94%)Top economic eventsEarnings eventsMy earnings eventsEarnings events