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Amazon Discloses AWS AI Business Annual Revenue Exceeds $25 Billion

Amazon has just disclosed that the annualized revenue of its AWS AI business has surpassed $25 billion.

This business has seen a year-on-year growth of triple-digit percentages, breaking this milestone alongside its chip business.

This disclosure serves as an event-driven signal of growth in cloud and AI, reinforcing market expectations of AWS's leading position in AI infrastructure, benefiting Amazon and related cloud service entities, while concerns about persistently high capital expenditures remain.

Source: Public Information

ABAB AI Insight

Amazon continues to commercialize AI services through AWS along with its self-developed chips, with a historical path that includes early layouts of Bedrock and Trainium to scaling revenue realization, doubling annualized revenue from about $15 billion at the beginning of the year.

On the capital front, the company is converting large-scale capital expenditures into monetizable AI and chip revenues, motivated by capturing the explosive demand for enterprise AI, shifting resources from infrastructure construction to high-growth services.

Similar cases can be seen in Microsoft's Azure AI revenue disclosures and Google Cloud's acceleration, as current large-scale cloud providers are in a phase of accelerating AI monetization, transitioning from an investment phase to a revenue realization phase.

This essentially represents the commercialization of technological substitution. AI workloads drive the restructuring of cloud revenue, rewarding platforms that can quickly convert computing power into recurring revenue.

ABAB News · Cognitive Law

  1. AI workloads directly drive cloud growth

  2. Annualized revenue breakthrough validates investment returns

  3. Self-developed chips and services create synergy