Amazon CEO Andy Jassy says external AI shopping agents barely move the needle on ads

Amazon CEO Andy Jassy reports that the company's chip business is tripling every year, significantly reshaping the semiconductor landscape and AI development access. Simultaneously, Jassy states that external AI shopping agents barely move the needle regarding ads. This highlights Amazon's strategic advantage in trust and personalization, which continues to influence future ad dynamics. These developments demonstrate Amazon's growing internal infrastructure capabilities and its resilience against external AI agents in the competitive digital advertising market.