米アマゾン、クラウド事業のＡＩ関連四半期売上高 年換算で150億ドル超え | ロイター https://www. yayafa.com/2777034/ # AgenticAi
agents chips
| Source: Mastodon | Original article
Amazon Web Services has disclosed that revenue from its artificial‑intelligence offerings grew to a level that, when annualised, tops $15 billion, according to a Reuters report released on 9 April. The figure represents the AI‑related portion of AWS’s quarterly sales and marks a double‑digit increase over the same period a year earlier. The surge is driven by expanding use of Amazon Bedrock, the company’s generative‑AI platform, and by higher demand for its custom silicon – Trainium and Inferentia chips – that power large‑model training and inference for enterprise customers.
The milestone matters because it confirms that AWS is now the first cloud provider to cross the $15 billion threshold for AI‑related income, overtaking rivals Microsoft Azure and Google Cloud in absolute terms. Monetising AI services is the fastest‑growing segment of the cloud market, and the revenue lift bolsters Amazon’s overall profitability at a time when the broader tech sector faces cost‑cutting pressure. It also validates Amazon’s strategy of bundling AI tools with its infrastructure, encouraging customers to stay within the AWS ecosystem rather than adopting competing platforms.
As we reported on 9 April, the Linux Foundation’s launch of the Agentic AI Foundation aims to standardise open‑source AI agents, a development that could feed into AWS’s Bedrock ecosystem and accelerate adoption of interoperable agents on the cloud. Looking ahead, analysts will watch Amazon’s upcoming re:Invent conference for announcements on new model offerings, pricing adjustments for Bedrock, and possible extensions of its partnership with Anthropic and other third‑party model providers. The next earnings call will be another barometer of whether the AI revenue surge can be sustained as enterprises scale up generative‑AI workloads across the cloud.
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