US EditionAmazon CEO sees AI doubling his prior AWS sales projections to $600 billion by 2036
Amazon plans $200 billion in 2026 capital spending to build AI infrastructure, aiming to double AWS revenue projections driven by strong AI demand, CEO Andy Jassy said.
- During a company‑wide meeting, Amazon's CEO said AWS could reach $600 billion in annual revenue by 2036, driven by AI demand.
- Faced with rising AI workloads, the company is front-loading spending, citing 'very clear and significant demand signals' for AI workloads as the reason for raising AWS forecasts, with $200 billion in 2026 capital expenditures committed to build AI infrastructure.
- Market watchers pointed to AWS’s recent performance and run‑rate concerns, with analysts questioning if its $717 billion annualized figure indicates peak cloud economics.
- Investors signaled caution, saying clear returns must materialize before significant upside as Amazon shares are down about 8% year-to-date and nearly 18% from a 52-week high of $258.60.
- If realized, the $600 billion projection would place AWS near Amazon’s full‑company scale, as Amazon’s overall net sales reached $716.9 billion in 2025.
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Quick Read Amazon (AMZN) CEO Andy Jassy projects AWS revenue could reach $600 billion annually by 2036, double his prior $300 billion estimate, driven by AI workload demand. Microsoft Azure and Google Cloud face competitive pressure as Amazon scales its proprietary Trainium chips and global data-center infrastructure to capture outsized AI market share. Amazon is committing $200 billion in 2026 capital expenditures to build AI infrastructure a…
Amazon's Jassy now sees AWS hitting $600 billion a year on AI tailwinds
Jassy's comments, delivered at an internal all-hands meeting and reviewed by Reuters, reflect a growing conviction within Amazon that AI will reshape not only its cloud segment but also the company's broader strategy. While he once envisioned AWS becoming a $300 billion-a-year business over the next decade, Jassy now believes...Read Entire Article
Andy Jassy: AWS Could Reach $600 Billion in Annual Revenue by 2036. Amazon CEO Andy Jassy predicted that the annual revenue of the company's cloud division, Amazon Web Services (AWS), could grow to $600 billion (approximately 891 trillion won) by 2036. Reuters reported on the 17th (local time) that Jassy C...
Exclusive-Amazon CEO sees AI doubling prior AWS sales projections to $600 billion by 2036
SAN FRANCISCO, March 17 (Reuters) - Amazon CEO Andy Jassy said during an internal all-hands meeting he expects artificial intelligence could help cloud computing unit Amazon Web Services achieve $600 billion in annual sales, double his own prior estimate.
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