AWS starts selling its own AI chips as TSMC capacity runs short

AWS revenue grew 39.3% year over year in the third quarter of 2026, its fastest pace in nearly five years and sixth straight quarter of acceleration. On the earnings call, Amazon said limited TSMC capacity drove its decision to start selling its own AI chips.

• AWS revenue rose 39.3% year over year in Q3 2026
• Sixth consecutive quarter of accelerating growth, fastest in nearly five years
• AWS cited constrained TSMC capacity for selling its own AI chips