ai competition

“We continue to see strong momentum and growth across Amazon as AI drives meaningful improvements in every corner of our business.”

“AWS is growing at a pace we haven't seen since 2022, re-accelerating to 20.2% YoY. We continue to see strong demand in AI and core infrastructure, and we've been focused on accelerating capacity – adding more than 3.8 gigawatts in the past 12 months.”

“Third quarter 2025 operating income includes two special charges — $2.5 billion related to a legal settlement with the Federal Trade Commission and $1.8 billion in estimated severance costs primarily related to planned role eliminations.”

“Saw continued strong adoption of Trainium2, its custom AI chip, which is fully subscribed and a multi-billion-dollar business that grew 150% quarter over quarter.”

“Grew Connect — an AI solution that enables contact centers to provide consistent, personalized customer experiences — to a $1 billion annualized revenue run rate business.”

“Saw strong usage of Rufus with 250 million customers using it this year. Shoppers using Rufus are 60% more likely to complete a purchase.”

If you're building on AWS or selling into enterprises using AWS, capacity is expanding fast — 3.8 GW added in 12 months. Amazon is subsidizing AI adoption across its ecosystem. Ride that wave, but don't bet against their ad business eating into your margins if you sell on their marketplace.