亚马逊首席执行官安迪·贾西在季度财报电话会议上重申了将亚马逊网络服务（AWS）打造为年收入达万亿美元企业的目标 1。贾西指出：“我们在亚马逊正在构建的东西是前所未有的。从未有过一家拥有万亿美元年营收的业务。” 1
为实现这一愿景，贾西确认预计2026年的现金资本支出约为2200亿美元，其中大部分用于支持AWS的基础设施建设，并透露“预计2027年将支出更多资金” 1。尽管投资者对巨额AI基础设施投入表示担忧，导致亚马逊股票在周四盘后交易中下跌约6%，但贾西强调这是把握全球云需求历史性机遇的必要举措 1。
目前，AWS的年化营收运行率为1840亿美元 1。数据显示，其营收同比上一年季度增长39%，连续第六个季度稳步增长 1。基于当前表现，管理层预计AWS在2027年和2028年的增长率均将超过40% 1。
Amazon CEO Andy Jassy reaffirmed the company’s ambition for Amazon Web Services (AWS) to become a business with $1 trillion in annual revenue, stating that no such entity has existed before 1. To support this goal, the company plans significant capital expenditures, with cash capex expected to reach approximately $220 billion in 2026, largely directed toward AWS infrastructure 1. Jassy indicated that spending would increase meaningfully again in 2027 1.
Despite these long-term targets, AWS is currently generating an annualized revenue run rate of $184 billion, reflecting a 39% year-over-year growth and marking the sixth consecutive quarter of steady expansion 1. The company projects that AWS growth rates will exceed 40% in both 2027 and 2028 as it pursues what Jassy described as a historic opportunity in global cloud demand 1. However, investor concerns over the heavy AI infrastructure costs contributed to an approximately 6% drop in Amazon’s stock during after-hours trading on Thursday following the announcement 1.
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