Overview
- AWS remains Amazon's most profitable segment, supplying cloud infrastructure that powers many websites and apps.
- E-commerce still generates the majority of company revenue through a mix of first-party retail and a vast third-party marketplace.
- Amazon is expanding AI infrastructure on AWS, including data center capacity tailored for AI and machine learning workloads.
- The company has developed custom AI chips, Trainium and Inferentia, to lower costs and improve efficiency versus general-purpose GPUs.
- Advertising continues to grow rapidly as an asset-light business that monetizes product placement across Amazon's shopping platform.