Amazon's Explosive AI Growth: A Smart Infrastructure Bet for the Future
ByAinvest
Saturday, Apr 4, 2026 11:12 am ET1min read
AMZN--
Amazon's AWS cloud business reported its fastest growth in 13 quarters, with Q4 2025 revenue of $35.6 billion, up 24% YoY. The company's $200 billion 2026 capex plan is demand-led capacity expansion for new AI services, which can double AWS revenue to $600 billion by 2036 while maintaining operating margins at 35%. This spending is not speculation, but rather a strategic investment in the future of cloud computing.
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