GoKawiilAmazon CEO Jassy projects AWS could hit $1 trillion in revenue within 5-10 years
On Amazon's quarterly earnings call, CEO Andy Jassy said AWS, now at a $184 billion annualized revenue run-rate, could become a trillion-dollar business within five to ten years. He confirmed Amazon expects roughly $220 billion in cash capital expenditures in 2026, mostly for AWS, with even higher spending planned for 2027, and forecast AWS revenue growth above 40 percent in both 2027 and 2028.
GoKawiil's interpretation of the reporting above, not reported fact.
The scale of spending Jassy outlined signals Amazon is betting heavily that enterprise AI demand will sustain itself for years, a wager that has made investors nervous about near-term margins. Analysts' repeated questioning on the call suggests Wall Street wants clearer proof that this capital outlay will translate into durable profit, not just capacity expansion.
- AWS is currently a $184 billion annualized revenue business, up 39% year-over-year.
- Amazon plans about $220 billion in 2026 capital spending, mostly for AWS infrastructure, rising further in 2027.
- Jassy forecasts AWS growth above 40% in 2027 and 2028, with a trillion-dollar revenue goal in 5-10 years.
Source: techcrunch.com — Lucas Ropek, 2026-10-29
Published there as: “AWS will be a $1T business, Jassy says. But first, it will spend big.”
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