“There has never been a trillion-dollar revenue business, and we may have two of them in the next 5-10 years.”
“Amazon.com CEO Andy Jassy doesn't think any singular AI model -- whether from OpenAI, Anthropic, Alphabet or SpaceX -- will be top dog.”
“The use of artificial intelligence for cybersecurity is a really big deal, according to Amazon.com CEO Andy Jassy.”
“has emerged as a significant business with a revenue run rate in the tens of billions of dollars and is now profitable in its own right”
“AWS is a $184 billion annualized revenue run-rate business, and yet the opportunity remains extraordinary. With our continued pace of innovation, new core and AI functionality, enterprises…”
“We still expect 2026 cash capex of approximately $220 billion — the majority for AWS — and expect to spend meaningfully more in 2027, with a clear line of sight to attract its financial…”
“We’re going to invest to continue being the leader. We can fund this plan, and I think it will forever change the size of Amazon. It will forever change our revenue.”
“‘26 is obviously at this point sold out.”