Amazon Says in 10 Years AWS Could Be Bigger Than Its Entire Business Today

Amazon (NASDAQ:AMZN) has delivered tremendous maturation successful its Amazon Web Services (AWS) part for years, powering the company’s profitability adjacent arsenic wide gross enlargement has moderated from the hyper-growth eras of the past. Yet that deceleration has sparked capitalist worries of a broader slowdown that could crimp Amazon’s semipermanent trajectory. As a result, Amazon shares are down astir 8% year-to-date and person fallen astir 18% from their 52-week precocious of $258.60 per share.

Now, however, CEO Andy Jassy has delivered a strikingly optimistic counter-narrative: successful astir a decade, AWS unsocial -- agelong Amazon’s superior nett motor -- could make yearly gross astir matching everything the full institution produces today.

For context, AWS posted $128.7 cardinal successful gross for full-year 2025, up 19% from the anterior twelvemonth but good beneath the 30%-plus rates seen successful earlier roar periods. Amazon’s full gross reached astir $717 cardinal successful 2025, with retail and advertizing segments continuing to standard but facing borderline pressures and competition.

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Analysts person questioned whether AWS’s maturation -- present a $142 cardinal annualized run-rate concern -- signals highest unreality economics, particularly amid intensifying AI infrastructure demands. That skepticism contributed to the stock’s retreat, arsenic investors weighed near-term headwinds against the committedness of transformative technologies.

According to a Reuters study connected comments Jassy made during an interior all-hands gathering yesterday, the CEO dramatically upgraded his long-range outlook for AWS. He revealed that artificial quality is connected way to treble his erstwhile projections, pushing AWS toward an yearly gross tally complaint of astir $600 cardinal by 2036.