☁️Amazon Says AWS Can Hit $1 Trillion Revenue as Growth Hits 39%

AWS just hit $184B run-rate, and Amazon wants more

Amazon's CEO says AWS can become a trillion-dollar revenue business within five to 10 years. That's the headline from Thursday's earnings call, and the numbers behind it are big. AWS grew 39% from the year-ago quarter, its sixth straight quarter of steady growth, and now runs at a $184 billion annualized rate. Why should you care? Because the spending required to get there is going to shape the platform you build on. The CEO called the AI boom a once-in-a-lifetime opportunity and said Amazon will keep investing to lead in AI. If you're running inference on Bedrock or training on EC2 GPU instances, expect more capacity and more aggressive pricing competition, not less. The forecast: AWS growing north of 40% in each of 2027 and 2028. Shares fell about 6% in after-hours trading, which tells you the market is nervous about the capital bill. Microsoft posted record revenue growth driven largely by its cloud business, so this is a two-horse race. Both are spending heavily, and both are earning for it. Watch the capex lines next quarter.