Smash Notes

How Fast Is AWS Growing?

at 4:24

From the episode: Amazon CEO Andy Jassy on the $220 Billion AI Buildout

Answer

Andy Jassy says AWS grew 36.7 percent year over year last quarter, on a $169 billion annual revenue run rate.

He says that business could be a few hundred billion dollars of revenue over about 10 years, and that AI means customer experiences will be reinvented with inference. He also points to Prime Video as a large and profitable business, the low-Earth-orbit satellite constellation Amazon Leo, autonomous ride-hailing with Zoox, healthcare, and robotics.

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