Amazon says AWS AI revenue run rate tops $25 billion amid infrastructure push

Amazon disclosed more than $25 billion in annualized AWS AI revenue as Big Tech AI infrastructure spending could reach $745 billion this year and Amazon funds data center expansion with a $25 billion bond sale.

Summary

Amazon said annualized revenue from AWS artificial intelligence offerings, including generative AI services and in-house chips, exceeded $25 billion, giving investors a clearer measure of AI monetization within its cloud business. The disclosure came as the company raised $25 billion in bonds to help fund AI data center expansion tied to a broader plan to spend $200 billion on capital expenditures through 2026. The update also sits within a wider industry buildout in which Microsoft, Google, Amazon and Meta could spend as much as $745 billion this year on chips, servers, data centers and networks to support AI and cloud demand.

Terms & Concepts
  • AWS: Amazon's cloud computing business
  • annualized revenue run rate: Current revenue pace projected over 12 months rather than a full-year reported total
  • capital expenditures: Company spending on long-term assets such as data centers, servers and other infrastructure