Wedoany.com Report, On March 17 local time, Amazon CEO Andy Jassy revealed at a meeting that the rapid development of artificial intelligence technology is expected to bring significant growth prospects for its cloud computing division, Amazon Web Services (AWS). Jassy stated that driven by AI, AWS has the potential to achieve annual sales of $600 billion within the next decade, a target that doubles his previous estimate. 
At the meeting, Jassy explained his judgment on the long-term growth prospects of AWS to employees. He recalled, "For the past few years, I've been thinking that AWS could achieve an annual revenue run rate of around $300 billion in about a decade." However, he immediately added, "I believe with the development of AI technology, AWS has the opportunity to at least double that number." This means that if the AI-driven growth trend continues to materialize, AWS's annual sales are expected to reach a scale of $600 billion within the next decade.
As a leader in the global cloud computing market, the performance growth of AWS has long been regarded as the core source of Amazon's overall profits. In recent years, the explosive development of generative artificial intelligence has made cloud service providers the most direct beneficiaries of AI computing power demand. The needs of enterprise customers for large model training, inference, and AI application development are continuously translating into investments in cloud infrastructure. By providing computing power leasing, model services, and AI development tools, AWS is deeply involved in this wave of AI commercialization.
Jassy's latest internal remarks convey two clear signals: first, AWS has extremely high expectations for the incremental market brought by AI; second, Amazon is placing its AI strategy at the core of the company's future growth. The annual revenue target of $600 billion is equivalent to recreating another AWS on top of its existing scale, which will place higher demands on Amazon's organizational capabilities, infrastructure investment, and technological iteration.
As of now, AWS has not issued any further statements regarding the above target. However, Jassy's remarks at the internal meeting already reflect the profound impact of AI technology on the future landscape of cloud computing giants.
