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Andy Jassy Projects AWS Revenue to Hit $600 Billion by 2036 on AI Acceleration

Amazon CEO Andy Jassy revised his long-term AWS revenue forecast to $600 billion annually by 2036-doubling his prior $300 billion estimate-citing AI-driven growth. AWS posted $128.7B in 2025 sales.

2026-03-17T20:06:31.065Z

Andy Jassy Projects AWS Revenue to Hit $600 Billion by 2036 on AI Acceleration

Amazon CEO Andy Jassy told employees in an internal all-hands meeting that artificial intelligence could propel Amazon Web Services to $600 billion in annual revenue by 2036-double his earlier projection of $300 billion.

Jassy said he’d previously estimated AWS would reach a $300 billion annual run rate in about 10 years. "What's happening in AI," he added, "gives AWS a chance to be at least double that."

AWS generated $128.7 billion in revenue in 2025, up 19% year-over-year. The new target implies nearly 17% compound annual growth through 2036.

Amazon shares rose 1% to $213.87 following the disclosure.

Topics Andy Jassy Amazon Web Services AWS AI Amazon $AMZN