The Unrivaled Dominance of AWS in Amazon’s AI Cloud Landscape

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Amazon Web Services Hits Milestone

On October 30, 2025, Amazon Web Services (AWS) reported a revenue of $33 billion for Q3 2025, marking a 20.2% year-over-year growth and the fastest rate since 2022. CEO Andy Jassy emphasized that while competitors like Microsoft Azure and Google Cloud are growing quickly, AWS maintains a substantial annualized run rate of $132 billion, with a backlog reaching $200 billion by the end of Q3.

Expanding Power and Capacity

AWS added over 3.8 gigawatts of power in the past year, now holding double the power capacity compared to 2022 and on track to double again by 2027. Jassy also noted significant growth in AWS’s Trainium chip business, which surged by 150% quarter over quarter, contributing to AWS’s competitive edge in artificial intelligence cloud services.

AWS’s Customer-Centric Innovations

AWS has been recognized as a leader in cloud platform services for 15 consecutive years by Gartner. In Q3 2025, the company introduced tools like SageMaker and Bedrock for customers to build AI models, with over 1 million downloads of its AgentCore SDK and 200,000 developers previewing its Kiro IDE.

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