Back to Amazon CEO Andy Jassy on the $220 Billion AI Buildout, with Andy Jassy & Ben Horowitz.
How Fast Is AWS Growing?
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.