Amazon Targets $600 Billion AWS Revenue by 2036 with Major AI Investment

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Amazon's AWS Aims for $600 Billion Revenue by 2036 Driven by AI Boom

Amazon bets big on AI to double AWS revenue to $600 billion by 2036. File Photo/Reuters

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Firstpost•18-03-2026, 16:57

Amazon's AWS Aims for $600 Billion Revenue by 2036 Driven by AI Boom

•Amazon CEO Andy Jassy projects AWS annual revenue to reach $600 billion by 2036, doubling his previous estimate due to AI.
•The new projection implies a sustained 17% annual growth for AWS over the next decade, fueled by strong AI demand.
•Amazon plans a $200 billion capital expenditure this year, primarily for AI and cloud infrastructure, despite investor concerns.
•Jassy emphasized that infrastructure investments are crucial to capitalize on the 'once-in-a-generation technological shift' in AI.
•Amazon's drone delivery program expects to hit one million deliveries this year, while physical retail experiments remain marginal.

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