Industry Newsgenerative aicloud computingawscapital expenditure
Amazon CEO Predicts AWS Revenue Could Double
8.1
Amazon CEO Andy Jassy said on March 17 that artificial intelligence growth could drive Amazon Web Services sales to at least double his prior $300 billion, 10-year estimate, Reuters reported. AWS grew 19% year-over-year to $128.7 billion in 2025, and Amazon plans roughly $200 billion capital spending in 2026, predominantly for AWS AI capacity, signaling large cloud demand.
Key Points
- 1Projects AI could double AWS revenue beyond prior $300B ten-year estimate
- 2Highlights 19% 2025 growth and $200B 2026 capex predominantly to add AI capacity
- 3Signals intensified enterprise cloud demand, implying more data migration and AI infrastructure investment
Scoring Rationale
Strong industry relevance and official sourcing, but projection remains speculative and dependent on sustained AI-driven demand.
Sources
Public references used for this report.
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