Amazon’s cloud business will generate revenue of nearly $129 billion in 2025. However, AWS’s percentage increase is lower than that of its rivals. Amazon wants to significantly increase its investments in AI infrastructure.
128.725 billion US dollars – this is the turnover that Amazon recorded for its cloud division (Amazon Web Services, AWS) in the completed 2025 financial year. Compared to the $107.556 billion achieved in the previous year, this is an increase of almost 20 percent. The bottom line is that AWS will post a profit of $45.6 billion in 2025 – up 14 percent compared to $39.8 billion in the 2024 fiscal year, according to the annual figures.
AWS revenue contributes almost 18 percent of the Amazon Group’s total revenue, while AWS profit accounts for over 57 percent of the company’s profit.
In the announcement of its business figures, Amazon highlights the good business in the fourth quarter of 2025. Compared to the fourth quarter of the previous year, AWS grew by 24 percent. It is the “fastest growth in 13 quarters,” writes the company.
Compared to rival companies, however, the AWS Plus loses some of its shine: Google’s cloud division reported an increase of 48 percent and Microsoft reported an increase of 39 percent “Cash” reported. Amazon boss Andy Jassy commented on this difference during the presentation of the annual figures: “A growth of 24 percent compared to the previous year with an annualized run rate of 142 billion dollars is something completely different than a higher percentage growth on a significantly smaller base, as is the case with our competitors. We continue to generate more sales and capacity than others and expand our leadership position,” quotes him “Tech Crunch”.
Amazon can do this expansion significantly more in 2026 costs than in the previous year. In the announcement, the company announced investments of $200 billion. The money flows into AI infrastructure, but also into robotics and low-earth satellites. With the $200 billion, Amazon exceeds the investments recently announced by other tech companies. Loud “Watson” Meta plans to invest 115 to 135 billion US dollars. The Google company Alphabet is stuck up to 185 billion dollars in AI & Co.
The AWS plans, coupled with cautious forecasts for the current quarter, were initially not well received by investors. According to “Cash”, market observers expected spending of almost $145 billion. Amazon shares temporarily lost more than 10 percent in value. According to the analysis, the market is less and less appreciative of the fact that tech giants are pushing up AI investments while there is no corresponding return.
In December 2025, AWS invited people to its annual in-house exhibition Re:invent in Las Vegas. At the keynote, CEO Matt Garman presented a more powerful AI chip, a more versatile AI model and more support in rolling out powerful AI projects.
