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Amazon: Workloads, Not Benchmarks, Shaped A Decade Of Its Chips

Amazon published a recap of a fireside chat that Peter DeSantis, its senior vice president of foundational AI models and custom silicon, gave at AI Infra Summit on September 16, 2026, with SemiAnalysis founder Dylan Patel.

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Transcript

Amazon recapped a decade of its chip design. Customer workloads guided each generation.

Peter DeSantis leads its custom silicon work. He said understanding the workload deeply is a huge asset.

Some early customers asked for bare metal performance. That produced the Nitro System, built with Annapurna Labs.

Graviton came from years of real workload data, not microbenchmarks. Amazon says the vast majority of AWS workloads run faster and cost less on it.

The same approach shaped the AI chips. DeSantis expects most AI compute to go toward inference. He also expects more chips better suited to specific workloads.

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