AWS’ Chip Development
We’re designing our own chipsets these days and making incredible progress in price performance ratios and in a way that, honestly, the world hasn’t seen before. Customers continue to want us to push the boundaries there.
We certainly continue to have all sorts of partners in our physical technology stack — around design, certainly around manufacturing of the hardware that goes into our data centers — incredibly important partnerships really around the world on a very global basis. But if you think about the scale at which we now operate, we have millions of customers in over 200 countries and territories around the world, every imaginable use case, every imaginable industry. We’re now over a $60 billion-a-year company, still growing last quarter about 37 percent year over year. We’re at a scale where even small improvements make a big difference. We’re at a scale now where it makes sense to do those optimizations.
We have very fine-grained knowledge of where our customers need us to go, where they need better price performance, where they just need better raw speed, where they need more capacity. And for us to have the ability to, in a very first-person way, control the design means that we can actually tune what we deploy very much to the workloads that our customers are driving right now and over the next couple of years.