Amazon CEO Andy Jassy stated that the cloud division Amazon Web Services (AWS) could reach $600 billion in annual revenue, significantly exceeding current levels. In 2025, AWS generated $128.7 billion, remaining a key driver of the business. Demand for cloud capacity continues to outpace supply, fueling further expansion.

The company is rapidly increasing infrastructure, adding 3.9 gigawatts of capacity over the year, though growth could be faster. Amazon plans to invest around $200 billion in 2026, mainly in AWS. Growth is also supported by strong demand for artificial intelligence solutions.

A key part of the strategy is Amazon’s own chips, Trainium and Graviton, which improve efficiency and reduce costs. This segment already generates billions and is growing rapidly. Amazon is also expanding AI partnerships, strengthening AWS’s market position.

The company’s financials remain strong: Amazon’s 2025 revenue reached $716.9 billion, and AWS shows high margins. Analysts expect further revenue and profit growth, noting significant long-term upside for the stock.