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Andy Jassy reiterates that AWS can become a trillion-dollar revenue business
On October 30, 2026, Amazon CEO Andy Jassy reiterated on the quarterly earnings call that AWS is expected to become a trillion-dollar annual revenue business within the next 5 to 10 years, and he expects growth rates to exceed 40% in both 2027 and 2028. He also said that cash capital expenditures in 2026 will be about $220 billion, most of it directed to AWS, and will increase significantly further in 2027. On the same day, Amazon reported its third-quarter 2026 financial results: net sales rose 12% year over year to $201.94 billion, slightly below expectations; AWS net sales rose 39.3% year over year to $45.98 billion, the highest single-quarter growth rate in nearly five years. Purchases of property and equipment in the quarter reached $77.26 billion, and free cash flow over the past 12 months swung from an inflow of $14.79 billion in the same period a year earlier to an outflow of $42.36 billion; the company maintained its full-year 2026 cash capital expenditure guidance of about $220 billion unchanged. After the results were released, the stock fell by as much as more than 10% in after-hours trading.
On October 30, 2026, Amazon CEO Andy Jassy reiterated on the quarterly earnings call that AWS is expected to become a trillion-dollar annual revenue business within the next 5 to 10 years, and he expects growth rates to exceed 40% in both 2027 and 2028. He also said that cash capital expenditures in 2026 will be about $220 billion, most of it directed to AWS, and will increase significantly further in 2027. On the same day, Amazon reported its third-quarter 2026 financial results: net sales rose
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Jassy reiterates that AWS can become a trillion-dollar revenue business
On October 30, 2026, Amazon CEO Andy Jassy reiterated on the quarterly earnings call that AWS is expected to become a trillion-dollar annual revenue business within the next 5 to 10 years, and he expects growth rates to exceed 40% in both 2027 and 2028. He also said that cash capital expenditures in 2026 will be about $220 billion, most of it directed to AWS, and will increase significantly further in 2027. On the same day, Amazon reported its third-quarter 2026 financial results: net sales rose 12% year over year to $201.94 billion, slightly below expectations; AWS net sales rose 39.3% year over year to $45.98 billion, the highest single-quarter growth rate in nearly five years. Purchases of property and equipment in the quarter reached $77.26 billion, and free cash flow over the past 12 months swung from an inflow of $14.79 billion in the same period a year earlier to an outflow of $42.36 billion; the company maintained its full-year 2026 cash capital expenditure guidance of about $220 billion unchanged. After the results were released, the stock fell by as much as more than 10% in after-hours trading.
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View story:Andy Jassy reiterates that AWS can become a trillion-dollar revenue business
Amazon releases engineer guidance document, opposing the use of Token consumption as a performance metric
Amazon has released a guidance document for software engineers that explicitly opposes using metrics such as Token consumption and AI tool adoption rates as performance goals, arguing that this would drive up costs and increase system complexity. The document was disclosed by Vice President Terk Terkowitz and introduces the concept of the "Renaissance developer," requiring technical leaders to personally use AI in production work and explain the scenarios in which it is effective and ineffective. Previously, Microsoft Executive Vice President Jay Parikh also asked his team in August to use AI rationally and set the lower-cost GPT-5.6 as the internal default model.
Amazon has released a guidance document for software engineers that explicitly opposes using metrics such as Token consumption and AI tool adoption rates as performance goals, arguing that this would drive up costs and increase system complexity. The document was disclosed by Vice President Terk Terkowitz and introduces the concept of the "Renaissance developer," requiring technical leaders to personally use AI in production work and explain the scenarios in which it is effective and ineffective
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Jassy says most AWS capacity is already booked through 2028
Amazon CEO Andy Jassy said that most of AWS's capacity is already booked through 2028. In an interview on the Andreessen Horowitz podcast, he revealed that AWS's large-scale compute capacity for 2026 has been fully booked, 2027 is essentially sold out, and a considerable portion of 2028 has also been locked in early by customers. Jassy mentioned that Amazon disclosed earlier this year that capital expenditure for 2026 will reach about $220 billion, mainly directed toward data centers, servers, and networking equipment; but he also said that data centers, power, and memory resources are tight, and the shortage may not end in 2027. He also said that 99% of AWS's top 1,000 EC2 customers already use its self-developed Graviton processor, that Trainium chips offer about 30% to 40% better price-performance than comparable processors, and that AI inference costs still need to fall by about tenfold to drive enterprise-scale adoption.
Amazon CEO Andy Jassy said that most of AWS's capacity is already booked through 2028. In an interview on the Andreessen Horowitz podcast, he revealed that AWS's large-scale compute capacity for 2026 has been fully booked, 2027 is essentially sold out, and a considerable portion of 2028 has also been locked in early by customers. Jassy mentioned that Amazon disclosed earlier this year that capital expenditure for 2026 will reach about $220 billion, mainly directed toward data centers, servers, a
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Jassy said most of AWS's capacity is already booked through 2028
Amazon CEO Andy Jassy said that most of AWS's capacity is already booked through 2028. In an interview on the Andreessen Horowitz podcast, he revealed that AWS's large-scale compute capacity for 2026 has been fully booked, 2027 is essentially sold out, and a considerable portion of 2028 has also been locked in early by customers. Jassy mentioned that Amazon disclosed earlier this year that capital expenditure for 2026 will reach about $220 billion, mainly directed toward data centers, servers, and networking equipment; but he also said that data centers, power, and memory resources are tight, and the shortage may not end in 2027. He also said that 99% of AWS's top 1,000 EC2 customers already use its self-developed Graviton processor, that Trainium chips offer about 30% to 40% better price-performance than comparable processors, and that AI inference costs still need to fall by about tenfold to drive enterprise-scale adoption.
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View story:Jassy says most AWS capacity is already booked through 2028
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The report says Amazon purchased Nvidia racks in advance but lacks power for deployment.
According to internal emails seen by Business Insider, Amazon purchased approximately $5 billion worth of Nvidia GB300 server racks in advance, but some U.S. AWS sites lack sufficient power, so the hardware can only be temporarily stored in transit warehouses. The report says AWS alone is expected to receive about $5 billion worth of GB300 racks in August, with roughly another $3 billion added each month thereafter. This phenomenon, known as dark GPUs, is putting financial pressure on data centers; Amazon's second-quarter free cash flow turned negative for the first time since 2023, and capital expenditures this year are expected to be about $220 billion. There are currently no subsequent developments.
According to internal emails seen by Business Insider, Amazon purchased approximately $5 billion worth of Nvidia GB300 server racks in advance, but some U.S. AWS sites lack sufficient power, so the hardware can only be temporarily stored in transit warehouses. The report says AWS alone is expected to receive about $5 billion worth of GB300 racks in August, with roughly another $3 billion added each month thereafter. This phenomenon, known as dark GPUs, is putting financial pressure on data cente
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WSJ sees Anthropic's draft IPO filing
The Wall Street Journal has seen Anthropic's draft IPO filing. A report dated October 21, 2026, said the draft showed Anthropic had first-half revenue of $16.3 billion and a book loss of $80.7 billion, with compute commitments of about $450 billion; the draft also disclosed fixed payments totaling $25.2 billion to Google, AWS and Microsoft over the next 7 to 10 years, payable whether or not the capacity is used. A report dated October 22 said the same draft showed first-half revenue of $16.3 billion, up nearly 14-fold year over year, and a net loss of $80.7 billion, of which about $72 billion came from the revaluation of financing instruments such as convertible notes; compute and infrastructure spending in the same period was nearly $9 billion, about 55% of revenue, and forward compute commitments exceeded $600 billion, potentially reaching as high as $750 billion if additional agreements are finalized. There is currently no further progress confirmed by factual evidence.
evenue of $16.3 billion and a book loss of $80.7 billion, with compute commitments of about $450 billion; the draft also disclosed fixed payments totaling $25.2 billion to Google, AWS and Microsoft over the next 7 to 10 years, payable whether or not the capacity is used. A report dated October 22 said the same draft showed first-half revenue of $16.3 billion, up nearly 14-fold year over year, and a net loss of $80.7 billion, of which about $72 billion came from the revaluation of financing instr
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Amazon Releases Data Center Commitment
On October 2, 2026, Amazon released the "Data Center Commitment" and called on the public to support AI data center projects. Amazon AWS CEO Matt Garman published a blog post of more than 3,000 words, warning that if localities pass data center bans, the United States could lose out in economic and national security competition; the blog stated that more than 100 data center bans are being considered across the country. The commitment proposes creating jobs, preventing local electricity price increases, and investing more than $1 billion to support communities around data centers. Amazon also said it will no longer sign confidentiality agreements with government agencies; previously, Democratic lawmaker Jamie Raskin had launched an investigation into secret agreements between tech companies and local officials.
On October 2, 2026, Amazon released the "Data Center Commitment" and called on the public to support AI data center projects. Amazon AWS CEO Matt Garman published a blog post of more than 3,000 words, warning that if localities pass data center bans, the United States could lose out in economic and national security competition; the blog stated that more than 100 data center bans are being considered across the country. The commitment proposes creating jobs, preventing local electricity price in
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Anthropic files S-1 to list on Nasdaq under the ticker ANT, with a valuation of up to $2 trillion
Anthropic filed its S-1 on October 26, planning to list on Nasdaq under the ticker ANT with a valuation of $1.5 trillion to $2 trillion; if completed, it would surpass SpaceX to become the largest IPO in history. The prospectus shows revenue of $16.286 billion in the first half of 2026, up nearly 13-fold year on year, with about 80% of revenue coming from enterprise APIs and nearly 12,000 customers each spending more than $100,000 annually. The company has signed long-term compute contracts worth more than $650 billion, about 80% of which are non-cancelable; Q3 revenue was about $16.9 billion, and the quarter-on-quarter growth rate fell from 144% to about 47%, with some investors discussing cutting the valuation to about $1.5 trillion.
Anthropic filed its S-1 on October 26, planning to list on Nasdaq under the ticker ANT with a valuation of $1.5 trillion to $2 trillion; if completed, it would surpass SpaceX to become the largest IPO in history. The prospectus shows revenue of $16.286 billion in the first half of 2026, up nearly 13-fold year on year, with about 80% of revenue coming from enterprise APIs and nearly 12,000 customers each spending more than $100,000 annually. The company has signed long-term compute contracts wort
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