安迪·贾西(英语：Andy Jassy)让大家知道，他相信AWS可以是一个一万亿美元的收入业务。 在周四的季度收入呼吁中
Amazon区与以往不同，从未有过拥有一万亿美元年收入的企业，"他称。
然而，在云层商业到来之前，Amazon将会增加其资本支出，以建设必要的基础设施，支持这一蓬勃发展的商业。
“我们仍然期望2026年的现金封顶约2 200亿美元——大部分用于AWS——并期望在2027年有更有意义的支出，有明确的视线来吸引其财政回报。” Jassy星期四透露。
Amazon在人工智能基础设施建设方面的巨额支出令投资者持续担忧。 事实上，在星期四的电话中，华尔街分析家一再要求贾西解释支出、增长真正会到来的信号以及预期的利润幅度。
Jassy告诉他们，所有的钱都花得漂亮，因为电子商务巨头计划利用AI驱动的全球云需求的历史时刻。 AWS的收入比同年季度增加了39%，这是第六季度稳步增长的趋势。
而CEO在呼吁中预测，它不仅明年会增加40%，而且在2028年也会增加40%.
“AWS是1 840亿美元的年化收入经营率企业，然而这一机会仍然非常之多，” “随着我们持续的创新步伐、新的核心和AI功能、企业希望在AWS运行其核心和AI工作量，以及我们每年增加的容量，我们认为AWS可以在2027年和2028年以40%的速度向北增长，在未来5到10年成为一万亿美元的收入企业。”
Jassy补充说，该公司“在早期”被企业和称采用，“战略正在发挥作用”。
后来，当被问及为何需要投资增长AWS如此之多时，Jassy将AI繁荣描述为需要而且值得现在如此巨大的财政承诺的“终身机遇”。
「我们要投资继续当领袖，“我们可以资助这项计划，我认为它将永远改变Amazon的规模。 这将永远改变我们的收入。”
然而，投资者仍然感到关切。 周四市场后期交易的股价下跌了约6%.
AI繁荣对云产业来说是喜忧参半，因为支持繁荣的AI服务由云基础设施支撑。 和Amazon一样，其他云提供商也在花大钱，但也赚大钱。 例如，Microsoft刚刚出现了创纪录的收入增长，这主要是由于其云层业务。 它也花了一捆钱。
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Andy Jassy has made it known that he believes AWS can be a trillion-dollar revenue business. During Amazon’s quarterly earnings call on Thursday, he repeated this ambition.
“What we’re building at Amazon is unlike anything that’s ever been seen before. There has never been a business with a trillion dollars of annual revenue,” he said.
However, before the cloud business gets there, Amazon is going to have ramp up its capital expenditures to build out the infrastructure necessary to support that blossoming business.
“We still expect 2026 cash capex of approximately $220 billion — the majority for AWS — and expect to spend meaningfully more in 2027, with a clear line of sight to attract its financial returns,” Jassy revealed on Thursday.
Amazon’s big spending on its AI infrastructure buildout has been an ongoing source of concern for investors this year. Indeed, during Thursday’s call, Wall Street analysts repeatedly asked Jassy to explain the spending, the signals that the growth really will come, and the profit margins expected.
Jassy told them it was all money well spent because the e-commerce giant planned to capitalize on a historic moment in global cloud demand driven by AI. AWS revenue increased 39 percent from the year-ago quarter, a trend of steady growth for the sixth straight quarter.
And the CEO forecast on the call that it would increase by 40% not just next year, but in 2028, too.
“AWS is a $184 billion annualized revenue run-rate business, and yet the opportunity remains extraordinary,” the CEO enthused. “With our continued pace of innovation, new core and AI functionality, enterprises wanting to run their core and AI workloads in AWS, and the amount of capacity that we’re adding each year, we believe that AWS can grow north of 40 percent in each 2027 and in 2028, and be a trillion-dollar revenue business in the next five to 10 years.”
Jassy added that the company was “in the very early days” of AI adoption by the enterprise and said that, so far, the “strategy is working.”
Later, when questioned why the investment needed to grow AWS was so substantial, Jassy characterized the AI boom as a “once in a lifetime opportunity” that required, and was worth, such a big financial commitment now.
“We’re going to invest to continue being the leader,” he said. “We can fund this plan, and I think it will forever change the size of Amazon. It will forever change our revenue.”
Investors, however, remained concerned. Shares were down about 6% on Thursday in after-market trading.
The AI boom has been a mixed blessing for the cloud industry, since the AI services that undergird the boom are supported by cloud infrastructure. Like Amazon, other cloud providers are spending big but also earning big. Microsoft, for instance, just posted yet more record-breaking revenue growth, driven largely by its cloud business. It, too, has spent a bundle.
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