Amazon CEO Andy Jassy Predicts AWS Could Reach $1 Trillion in Annual Revenue

AnalystMacro Impact 4
โดย The Motley Fool·US·Read original
Summary · why it matters

Amazon chief Andy Jassy said on the company's recent earnings call that he now believes Amazon Web Services could become at least a few hundred billion-dollar revenue business, and very possibly a trillion-dollar annual revenue business in time. The prediction stands out against AWS' current $169 billion annual revenue run rate, and against the $58 million annual revenue run rate AWS reached three years after launch. AWS' AI revenue run rate, roughly three years into the AI boom, now totals more than $25 billion. Amazon said it plans to spend $220 billion this year, up from an earlier forecast of $200 billion, and that even at that level it won't be able to fulfill all of the demand this year and next year. The article was originally published by The Motley Fool.

Impact on stocks 2

Artificial Intelligence▲ · 2 stocks
Amazon.com Inc
AMZN
▲ PositiveDemandCapitalrelevance

Jassy says AWS could reach $1 trillion in annual revenue and that even $220B capex won't fulfill all demand this year and next.

NVIDIA Corporation
NVDA
▲ PositiveDemandrelevance

AWS' AI revenue run rate exceeds $25 billion and unmet AI demand implies continued GPU/data-center buildout benefiting NVIDIA.

Theme Impact 5

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