Amazon anticipates that its cloud division, AWS, will exceed $100 billion in revenue, driven by substantial investments in artificial intelligence.
In the first quarter of 2025, AWS reported $29.27 billion in revenue and $11.55 billion in operating income, marking a 22.6% year-over-year increase. CEO Andy Jassy emphasized AI as a pivotal growth area, despite potential short-term challenges like data center capacity and chip availability.
The company plans to allocate over $100 billion in capital expenditures this year, primarily to bolster AWS's AI capabilities, underscoring its commitment to leading in the cloud computing and AI sectors.