The Information's TITV Amazon CEO Andy Jassy & Jessica Lessin at Davos, Gemini’s Developer Boom | Jan 20, 2026
Jan 20, 2026
Andy Jassy, CEO of Amazon, shares insights on the company’s collaboration with OpenAI and their innovations in custom AI chips. He discusses the implications of AI in commerce and the sustainability of data centers. CJ Desai, CEO of MongoDB, reveals his 100-day plan and voices concerns about AI's impact on enterprise software. Erin Wu highlights the rapid adoption of Google's Gemini API and its potential to transform cloud consumption, despite some lingering product issues. Together, they explore the future of AI and technology at Davos.
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Agents Improve Discovery But Amazon Keeps Edge
- Agentic commerce will improve product discovery but lacks customer purchase history today.
- Andy Jassy believes Amazon's selection, pricing, shipping, and personalization keep it central to shopping.
Custom Chips Lower AI Inference Costs
- Custom silicon dramatically lowers inference cost and improves price-performance for AI.
- Jassy says Trainium adoption (Anthropic on Tranium 2) shows custom chips are strategically important for sustainable margins.
Data Centers Are Driving New Energy Strategies
- Power shortages and data-center demand force creative energy strategies like renewables and nuclear deals.
- Amazon is prepared to bring power to data centers if needed but must do so cost-effectively for communities.