MAAT INDEX

CLAIM #7422 · Amazon.com Inc (AMZN) · 2025Q1 earnings call · May 1, 2025 · due Dec 31, 2025

I do believe that the supply chain issues and the capacity issues will continue to get better as the year proceeds.

Andrew Jassy · CEO

PENDING
graded after results covering Dec 31, 2025 are reported

In context

rm of NVIDIA chip instances, as well as landing more and more Trainium 2 instances as fast as we can. And I would tell you that our AI business right now is a multi-billion dollar annual run rate business that's growing triple-digit percentages year-over-year. And we, as fast as we actually put the capacity in, it's being consumed. So, I think we could be driving -- we could be helping more customers and driving more revenue for the business if we had more capacity. We have a lot more Trainium 2 instances, and the next generation of NVIDIA's instances landing in the coming months. I expect that there are other parts of the supply chain that are a little bit jammed up as well at motherboards and some other componentry. And some of that is just because there is so much demand right now, but I do believe that the supply chain issues and the capacity issues will continue to get better as the year proceeds. Operator: And the next question comes from the line of Eric Sheridan with Goldman Sachs. Please proceed with your question. Eric Sheridan: Thanks so much for taking the question. Maybe I could ask a two-parter. First, in terms of strategy Andy, how do you think about positioning the company for the medium term, given all the levels of uncertainty out there about how the global trade environment might shift in the coming months? What do you see as the key strategic priorities that will allow the company to sort of be able to capitalize one way or another, depending on various elements of outcome? And how do you prioritize those investments in the months ahead? And then with respect to the one-quarter forward operating income guide, is there anything in there from a cost side that we should

Verify independently

SEC filings for AMZN · Claim quote is verbatim from the 2025Q1 earnings call.