The Motley Fool
25 Aug 2026, 09:15 UTC · 1h ago
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Amazon CEO Andy Jassy believes AWS annual revenue could eventually surpass $1 trillion. — A trillion-dollar revenue stream for a single division would radically increase Amazon's long-term valuation and earnings potential.
+0.80AWS revenue growth accelerated to 37% year-over-year last quarter, the fastest pace since 2021. — Accelerating growth in the high-margin cloud segment signals strong current demand and validates AI-driven momentum.
+0.60Amazon forecasts capital expenditures of up to $220 billion this year, primarily to expand AWS data center capacity. — Massive CapEx represents a significant short-term cash outflow and risk, though it is intended to fuel future growth.
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AWS reported a trailing-12-month operating margin of 37%. — High margins in the cloud business provide the primary profit engine for the entire Amazon ecosystem.
+0.30Which stocks this story touches
Strong AWS growth, accelerated AI demand, and long-term revenue potential of $1 trillion are highlighted.
Mentioned as a long-term partner of AWS, implying a stable infrastructure relationship.
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