AWS AI infrastructure and models · US

Amazon

AWS provides cloud access to foundation models through Bedrock. Amazon also participates in model infrastructure and developer distribution.

REPORTED COMPANY RESULTS

The business over time

MeasureRevenueNet incomeOperating cash flow

$716.9bnRevenue · FY 2025 · consolidated company

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FOLLOW THE BUSINESS MODEL

Where the demand becomes revenue

Reported data-center and cloud segments, placed inside their own company totals

Amazon

Cloud infrastructure and services

$128.7bnAWS revenue · FY2025

18.0% · AWS$716.9bn company total

AWS includes broad cloud services, not only AI. Retail and other businesses are included in the company total.

2025-01-01 → 2025-12-31 · reported 2026-02-05
Revenue rounded to 0.1bn in source highlights

Original financial release ↗Company profile ↗

Each bar is 100% of that company’s own revenue in the stated period, not market share. These observations cover different fiscal periods, including one quarter; they are not ranked as comparable annual sales. Shares are derived from rounded reported amounts. No claim that the whole segment is AI-generated revenue. Reviewed 2026-10-23 · reported-business-segments-v1.

CLOUD PLATFORMS

Compared with its peers

Same starting line

Revenue indexed to FY2016 = 100 · selected cloud platforms.

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Relative growth, not company size or stock returns. Fiscal-year labels align; exact reporting periods differ across companies. Peer selection is editorial, not an exhaustive industry ranking.

Earnings and cash tell different stories

Both expressed as a share of Amazon revenue in the same fiscal year.

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Operating cash flow is not free cash flow; capital expenditure is not deducted here. Missing observations remain gaps.

Company revenue · source filingNet income · source filingOperating cash flow · source filing

The current financial export contains Amazon consolidated totals, not standalone AWS or generative-AI revenue. Reported growth does not isolate the causal contribution of AI. R&D is all company R&D, not AI-only investment or capital expenditure.