MAAT INDEX

CLAIM #7524 · Amazon.com Inc (AMZN) · 2026Q1 earnings call · Apr 29, 2026 · due Apr 29, 2028

But I expect over time there is a good chance we are going to sell racks in the next couple of years.

Andrew Jassy · CEO

PENDING
graded after results covering Apr 29, 2028 are reported

How to check this claim

Look at: Whether Amazon/AWS sells Trainium racks (hardware) as standalone products to customers

It came true if: Company confirms in disclosures or management commentary that it is selling Trainium racks/hardware to external customers

Where: Management commentary on earnings calls or company press releases/product announcements

In context

nk it is very exciting to our customers. Of course, we will have other models like Codex and things like that as well. So I think it is a big deal for customers, and I think it is going to be good for our business as well. On the question about Trainium and the notion of our selling racks over time, I do think that is very much a possibility. Always, we have to balance—we have such demand right now for Trainium, and we have such demand from various companies who will consume as much as we make—that we have to decide how much we are going to allocate to the existing demand and customers, how much we are going to save to sell as racks, and for our existing customers that we sell Trainium to, how many will be Trainium plus running on our cloud infrastructure versus just the chips themselves. But I expect over time there is a good chance we are going to sell racks in the next couple of years. Operator: And the next question comes from the line of Rob Sanderson with Loop Capital Markets. Please proceed with your question. Rob Sanderson: Yes, thank you. Good afternoon, and thanks for taking the question. I wanted to ask a little bit about Amazon LEO. Can you maybe help dimensionalize some of the revenue opportunity in the consumer and in the enterprise space over the next few years? What are the governors on the ramp? Could you talk about types of new services that you will be able to develop with the Globalstar infrastructure and the spectrum that maybe you could not address before or would take you—maybe you can get to more quickly now? And then, how expansive is the longer-term vision? I know you are just beginning to launch commercial services, but over the long term, do you

Verify independently

SEC filings for AMZN · Claim quote is verbatim from the 2026Q1 earnings call.