Annual CEO letter reveals two customers want all Graviton servers, huge drone rollout, a million robots, and more megalomania

Amazon CEO Andy Jassy on Thursday delivered his annual letter to shareholders and it’s full of interesting news about the cloud and e-tail giant.

One detail that caught The Register’s eye was Jassy’s assertion that “If our chips business was a stand-alone business, and sold chips produced this year to AWS and other third parties (as other leading chips companies do), our annual run rate would be ~$50 billion.”

“There’s so much demand for our chips that it’s quite possible we’ll sell racks of them to third parties in the future,” he added.

The CEO also revealed “two large AWS customers have already asked if they could buy *all* of our Graviton instance capacity in 2026,” a reference to cloudy servers powered by Amazon’s home-grown CPUs. Jassy says the company denied those requests, but added that Amazon earns $20 billion from services powered ...