Amazon Says in 10 Years AWS Could Be Bigger Than Its Entire Business Today

• Amazon (AMZN) CEO Andy Jassy projects AWS revenue could reach $600 billion annually by 2036, double his prior $300 billion estimate, driven by AI workload demand. Microsoft Azure and Google Cloud face competitive pressure as Amazon scales its proprietary Trainium chips and global data-center infrastructure to capture outsized AI market share.

• Amazon is committing $200 billion in 2026 capital expenditures to build AI infrastructure ahead of customer demand, front-loading spending to maintain cloud leadership despite near-term margin compression and delayed monetization.

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Amazon (NASDAQ:AMZN) has delivered tremendous growth in its Amazon Web Services (AWS) division for years, powering the company’s profitability even as overall revenue expansion has moderated from the hyper-growth eras of the past. Yet that deceleration…