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AWS to grow 40% annually, targeting $1T run rate in 5-10 years despite retail slowdown at Amazon.

Market News
03 Nov 2026, 01:18 WIB
Seeking Alpha
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Bullish
AWS to grow 40% annually, targeting $1T run rate in 5-10 years despite retail slowdown at Amazon.

Amazon's AWS is expected to grow over 40% annually through 2028, aiming for a $1 trillion run rate within 5 to 10 years, driven by custom AI technology and cloud leadership. While Amazon's retail segment growth has slowed, AWS and investments in AI companies like Anthropic and OpenAI offer significant strategic and financial benefits. However, risks include high capital expenditure, cyclical AI demand, and potential impacts on advertising revenue from advanced AI developments. Overall, AWS remains a strong growth engine for Amazon amid retail challenges.

Amazon's AMZN shares rose 2.68% to USD 246.80 as of Nov 03, 2026 06:31 WIB on Pluang. The stock trades with a market cap of $2.60 trillion and a 52-week high of $284.02. Despite retail challenges, investor interest remains, shown by a typical hold time of 129 days and 31% buy orders on Pluang.

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