Arm

That's right. It turns out we've been making chips now for over a decade. We've been making silicon chips, our own custom silicon for more than a decade. And so we have one of the most experienced teams in the industry doing this. And so it's not a new thing.

It's not like we dove in here and said, we have no idea what we're doing, which is, by the way, some of those others are learning it for the first time, not NVIDIAs and, of course, AMDs. And Google's been doing it for a little while, too. I think Microsoft is pretty new to this space. But we think that that is a big advantage for us is we understand how to do this at scale.

It's not like we dove in here and said, we have no idea what we're doing, which is, by the way, some of those others are learning it for the first time, not NVIDIAs and, of course, AMDs. And Google's been doing it for a little while, too. I think Microsoft is pretty new to this space. But we think that that is a big advantage for us is we understand how to do this at scale.

It's not like we dove in here and said, we have no idea what we're doing, which is, by the way, some of those others are learning it for the first time, not NVIDIAs and, of course, AMDs. And Google's been doing it for a little while, too. I think Microsoft is pretty new to this space. But we think that that is a big advantage for us is we understand how to do this at scale.

We understand how to do it in the cloud. I think we have some advantages in that we don't have to do it for a broad set of customers. We have to deploy our chips in exactly one environment. We have to deploy them in an AWS data center. We have to deploy them in exactly one server. We don't have to support a whole OEM infrastructure.

We understand how to do it in the cloud. I think we have some advantages in that we don't have to do it for a broad set of customers. We have to deploy our chips in exactly one environment. We have to deploy them in an AWS data center. We have to deploy them in exactly one server. We don't have to support a whole OEM infrastructure.

We understand how to do it in the cloud. I think we have some advantages in that we don't have to do it for a broad set of customers. We have to deploy our chips in exactly one environment. We have to deploy them in an AWS data center. We have to deploy them in exactly one server. We don't have to support a whole OEM infrastructure.

We don't have to support a set of different drivers and a bunch of different things. It's just in our environment, and we know exactly what that's going to look like. And we think it's a choice. We don't think that it has to meet every single use case for every single customer. We think that NVIDIA GPUs and AMD GPUs and others are going to be super interesting. They have good platforms.

We don't have to support a set of different drivers and a bunch of different things. It's just in our environment, and we know exactly what that's going to look like. And we think it's a choice. We don't think that it has to meet every single use case for every single customer. We think that NVIDIA GPUs and AMD GPUs and others are going to be super interesting. They have good platforms.

We don't have to support a set of different drivers and a bunch of different things. It's just in our environment, and we know exactly what that's going to look like. And we think it's a choice. We don't think that it has to meet every single use case for every single customer. We think that NVIDIA GPUs and AMD GPUs and others are going to be super interesting. They have good platforms.

Both of them have very good teams that are executing really, really well. And I think they will continue to do that. I don't see any reason why they wouldn't. And we plan to be a great partner of theirs for a really long time and support that and offer it to customers for when it's the right technology choice for their use case.

Both of them have very good teams that are executing really, really well. And I think they will continue to do that. I don't see any reason why they wouldn't. And we plan to be a great partner of theirs for a really long time and support that and offer it to customers for when it's the right technology choice for their use case.

Both of them have very good teams that are executing really, really well. And I think they will continue to do that. I don't see any reason why they wouldn't. And we plan to be a great partner of theirs for a really long time and support that and offer it to customers for when it's the right technology choice for their use case.

and we think that we can offer interesting choice and we've done it with graviton we've proven that we can launch a processor at broad scale that is very useful for a set of workloads a lot of broad set of workloads for our customers and it doesn't in graviton's case it doesn't mean we don't buy a ton of intel and amd chips and offer those to customers we of course do and those are growing businesses for us as well it's just more choice and it we think that choice

and we think that we can offer interesting choice and we've done it with graviton we've proven that we can launch a processor at broad scale that is very useful for a set of workloads a lot of broad set of workloads for our customers and it doesn't in graviton's case it doesn't mean we don't buy a ton of intel and amd chips and offer those to customers we of course do and those are growing businesses for us as well it's just more choice and it we think that choice

and we think that we can offer interesting choice and we've done it with graviton we've proven that we can launch a processor at broad scale that is very useful for a set of workloads a lot of broad set of workloads for our customers and it doesn't in graviton's case it doesn't mean we don't buy a ton of intel and amd chips and offer those to customers we of course do and those are growing businesses for us as well it's just more choice and it we think that choice

makes AWS a more attractive platform for customers because they have more choices than they do other places. And so that additional choice is nice. And that means part of that choice is we want to really lean in and make sure it's the best place to run NVIDIA GPUs and AMD and Intel and others. And so we think it's a big opportunity for us.

makes AWS a more attractive platform for customers because they have more choices than they do other places. And so that additional choice is nice. And that means part of that choice is we want to really lean in and make sure it's the best place to run NVIDIA GPUs and AMD and Intel and others. And so we think it's a big opportunity for us.

makes AWS a more attractive platform for customers because they have more choices than they do other places. And so that additional choice is nice. And that means part of that choice is we want to really lean in and make sure it's the best place to run NVIDIA GPUs and AMD and Intel and others. And so we think it's a big opportunity for us.

And if you do think, which we do, that AI is going to disrupt all of those different industries, it's a massive opportunity where it's not one player is going to be the only compute platform that all of those things run in over time. And we think that We have an opportunity to build some of that and provide differentiated choice for customers that choose to run AWS.