Amazon’s AI business hits $25 billion run rate, outpacing early AWS

Andy Jassy says the AI unit grew several hundred times faster than AWS did at the same stage, as capex guidance climbs to approximately $220 billion Amazon ’s AI business has crossed a $25 billion annualized revenue run rate. It got there in roughly three years. CEO Andy Jassy told investors on the July 30 earnings call that the unit is growing “several hundred times faster” than AWS did in its early days. In its Q2 2026 report, Amazon disclosed that its AWS AI business and its custom chip business each passed the $25 billion run-rate mark.

Source: Crypto Briefing