Amazon's AWS Could Hit $600 Billion in Revenue as AI Reshapes Cloud Growth

Amazon CEO Andy Jassy recently told employees that artificial intelligence could propel Amazon Web Services to $600 billion in annual revenue — double the $300 billion target he had previously projected over roughly a decade. Speaking at an internal all-hands meeting, Jassy credited rapid advancements in AI as the driving force behind the upgraded forecast, signaling a major shift in how Amazon views the long-term potential of its cloud division.

To put the scale of that ambition into perspective, AWS generated $128.7 billion in revenue in 2025, a 20% year-over-year increase. Reaching $600 billion would mean growing the segment nearly five times over. Amazon's total net sales for 2025 came in at $716.9 billion, up 12% from the prior year, underscoring just how central AWS is becoming to the company's overall growth story.

Amazon has been aggressively positioning itself at the forefront of the AI revolution through a series of high-profile partnerships and strategic investments. The company recently teamed up with NVIDIA to develop advanced AI-powered automotive assistants, while AWS and Cerebras Systems announced a collaboration aimed at pushing the boundaries of AI inference speed and cloud performance. Perhaps most notably, Amazon has entered a multi-year strategic partnership with OpenAI — the company behind ChatGPT — involving up to $50 billion in investment. As part of the deal, OpenAI will adopt Amazon's custom Trainium AI chips at scale, further cementing AWS as a preferred infrastructure partner for cutting-edge AI workloads.

Amazon's stock briefly spiked following news of Jassy's comments before settling at around a 1% gain. With cloud computing and generative AI continuing to converge, analysts and investors are watching closely to see whether AWS can sustain the momentum needed to make that $600 billion vision a reality.