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Exclusive: Amazon CEO sees AI doubling his prior AWS sales projections to $600 billion by 2036

AMZN
Artificial IntelligenceTechnology & InnovationCorporate Guidance & OutlookCompany FundamentalsManagement & Governance

Andy Jassy said at an internal all-hands that AI could help AWS reach $600 billion in annual sales, doubling his prior estimate. The remark signals management's bullish view that AI will materially expand AWS's addressable market and long-term revenue potential. This is a positive indicator for Amazon's growth outlook but represents an internal projection rather than formal company guidance.

Analysis

Andy Jassy said at an internal all-hands that AI could help AWS reach $600 billion in annual sales, doubling his prior estimate. The remark signals management's bullish view that AI will materially expand AWS's addressable market and long-term revenue potential. This is a positive indicator for Amazon's growth outlook but represents an internal projection rather than formal company guidance.

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