Jassy projected an internal all-hands meeting on Tuesday, saying AI gives Amazon “a very unusual opportunity to build this very large business” and that the company has “very clear and significant demand signals” to justify its $200B capital expenditure plan for this year. AWS booked $128.7B in sales in 2025, up 19% from 2024, meaning Jassy's projection implies an average annual growth rate of nearly 17% sustained over the next decade.
