Amazon CEO Andy Jassy announced that AWS cloud business could double its revenue to $600 billion annually by 2036 due to the artificial intelligence boom. This means the cloud service must grow by 17% each year over the next decade.

In an internal meeting with Amazon employees, CEO Andy Jassy revealed an ambitious forecast for AWS, doubling the previous estimate from $300 billion to $600 billion in annual revenue. The growth will be driven by demand for AI services and cloud infrastructure. Amazon is investing $200 billion in capital expenditures by 2026, mainly in AI data centers, raising questions from investors about the viability of such spending.

AWS Ambitious Forecast and the Role of AI in Cloud Computing

Andy Jassy announced at a meeting with Amazon employees that AWS could reach $600 billion in annual revenue by 2036, doubling its previous forecast of $300 billion. This growth will be driven by the development of AI services and the increasing demand from enterprises for cloud infrastructure to process large volumes of data. In 2025, AWS reported revenue of $128.7 billion, which is 19% higher than in 2024. To reach the target of $600 billion, AWS must grow by 17% annually over the next 10 years, which experts believe is achievable. Jassy emphasized that AI represents an unusual opportunity to build a massive business, and the company sees clear demand signals for the services being developed. Expert Holger Mueller from Constellation Research agreed that Amazon is investing correctly in data center infrastructure, as cloud providers will be the main beneficiaries in the AI era due to the flexibility they provide to enterprises.

Amazon's Investment in AI Infrastructure and Market Position

Amazon announced plans to invest $200 billion in capital expenditures in 2026, mainly for building AI data centers, energy supply, and purchasing servers and chips. Jassy explained that the company must prepare its infrastructure in advance, several years ahead, to monetize AI services. These investments have caused concern among investors, and Amazon's stock has fallen more than 6% since the beginning of the year. However, the CEO emphasized that the company is not just spending money in hopes of AI success, but is guided by real demand signals from customers. AWS controls approximately 28-30% of the global cloud infrastructure market, ahead of Microsoft Azure with 22% and Google Cloud with 14%. The global cloud computing market is estimated at $912 billion in 2025 and is projected to exceed $5 trillion by 2035, with annual growth of 13-20%. Amazon's investment in infrastructure will allow it to scale AI services faster than competitors, which remain tied to energy-intensive systems.

Transformation of the Cloud Business and Partner Ecosystem

AWS Consulting Director Brian Bohon noted that AWS partners who understand AI not just as a product but as a critical part of business operations will define the future of the technology market. The company is seeing the emergence of a new generation of AI-native partners who have reimagined their service delivery models to work with AI. The window between a customer's first conversation about AI and the expectation of results in production has shrunk dramatically. The partners who are winning now are those who didn't wait for customers to ask but have reworked their delivery models to offer real solutions instead of roadmaps. Analysts note that the market is at a similar tipping point as in 2015 when the cloud became a strategic priority for CIOs of large organizations. Now the question has shifted from 'Should we do this?' to 'How fast can we move?' The partners who helped AWS cross this threshold in 2015 are now helping customers cross it again with AI.

Cloud Security and Multi-Cloud Architecture

As AI transformation accelerates, cloud security is moving from visibility to enforced policy execution. Startup Native has emerged from stealth with $42 million in funding to advance a proactive cloud security model that provides policy-driven controls. Native's platform allows teams to define security policies once and automatically apply them across AWS, Microsoft Azure, Google Cloud, and Oracle Cloud. Phil Venables, former CISO of Google Cloud, noted that cloud security is entering a new era where the unit of work is not 'finding' problems but 'safe execution' at speed. Organizations are investing in 'security by design' architecture, a more preventive approach to cloud security. AWS, Azure, Google Cloud, and Oracle Cloud offer deep built-in security controls, but their consistent application is complex and operationally risky, especially in production. Cloud providers and their partners are working to standardize tools for managing security in a multi-cloud environment.

Competition and Technological Innovations in Cloud Infrastructure

Microsoft is developing MicroLED technology to reduce the energy consumption of network components in data centers by 50%, which could give it a competitive advantage over AWS and Google Cloud. The architectural shift will allow Microsoft to scale Azure GPU clusters more densely than competitors, which remain tied to energy-intensive laser systems. Microsoft's collaboration with MediaTek helps standardize the technology for faster deployment. AWS, Azure, and Google Cloud have spent over a decade building platforms that are difficult for smaller competitors to match in the full stack. Global spending on cloud infrastructure exceeded $119 billion in Q4 2025, reflecting the sustained migration of enterprises to cloud platforms. Europe and the Asia-Pacific region show rapid growth in cloud adoption, especially for AI applications and enterprise services. Competition among the three cloud computing giants is intensifying as each seeks to capture a larger share of the growing AI services market.

Что это значит для Казахстана

For Kazakhstan and Central Asian countries, the growth of the cloud market at 13-20% annually creates new opportunities for IT companies and digital transformation of enterprises. Companies in the region, such as Alashed IT (it.alashed.kz), can use AWS, Azure, and Google Cloud to provide AI services and cloud solutions to local businesses. Investment in cloud infrastructure and AI technologies is becoming critical for the competitiveness of Kazakh enterprises. Demand for cloud services in Central Asia is growing as companies transition from local solutions to scalable cloud platforms. Cloud provider partners in the region have the opportunity to provide AI solutions consulting and implementation for local clients. Cloud data security and compliance with local requirements remain key challenges for the region, creating demand for specialized cloud security and architecture services.

AWS forecasts $600 billion in revenue by 2036, doubling the previous forecast of $300 billion thanks to AI demand.

Amazon's announcement of a $600 billion forecast for AWS by 2036 signals a strategic shift in the cloud industry towards AI services. The $200 billion investment in capital expenditures by 2026 demonstrates Amazon's seriousness in capturing the growing market. Competition between AWS, Azure, and Google Cloud will intensify, creating opportunities for partners and specialized companies to provide services for the implementation and optimization of cloud solutions.

Часто задаваемые вопросы

What is AWS's revenue forecast for 2036?

AWS forecasts reaching $600 billion in annual revenue by 2036, doubling the previous forecast of $300 billion. This means annual growth of 17% over the next 10 years. In 2025, AWS reported revenue of $128.7 billion, which is 19% higher than in 2024.

How much is Amazon investing in cloud infrastructure in 2026?

Amazon announced plans to invest $200 billion in capital expenditures in 2026, mainly for building AI data centers, energy supply, and purchasing servers and chips. These investments are necessary to prepare the infrastructure for monetizing AI services in the future.

What is AWS's share of the global cloud computing market?

AWS controls approximately 28-30% of the global cloud infrastructure market, ahead of Microsoft Azure with 22% and Google Cloud with 14%. The global cloud computing market is estimated at $912 billion in 2025 and is projected to exceed $5 trillion by 2035.

How does AI affect AWS's cloud business?

AI is a major driver of AWS growth, as enterprises require cloud infrastructure to process large volumes of data and run AI applications. The demand for AI services has allowed Amazon to double its revenue forecast and justify the $200 billion investment in capital expenditures.

What are the new trends in cloud security in 2026?

Cloud security is moving from visibility to enforced policy execution. Companies are investing in 'security by design' architecture and multi-cloud solutions, such as the Native platform, which allows security policies to be applied across AWS, Azure, Google Cloud, and Oracle Cloud simultaneously.

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Источник фото: siliconangle.com