"In 2025, cloud revenue of $128.7 billion rose 20% year over year, accounting for 18% of Amazon's revenue and 57% of its operating income."
"I think with what's happening in AI, AWS has a chance to be at least double that. Jassy now believes AWS can achieve a run rate of $600 billion annually."
"We're monetizing (cloud) capacity as fast as we can install it."
Amazon has evolved from a digital bookseller to the world's largest retailer, surpassing Walmart. Its cloud segment, Amazon Web Services (AWS), generates substantial sales and profits. In 2025, AWS revenue reached $128.7 billion, accounting for 18% of Amazon's total revenue. CEO Andy Jassy predicts AWS could achieve $600 billion in annual sales, driven by AI demand. He reassures investors about a $200 billion capital expenditure plan, emphasizing rapid monetization of cloud capacity as it expands its data center infrastructure.
Read at The Motley Fool
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