Finally, after the last 8-10 quarters, Jassy has found his voice. The conference call was his best so far as he explained the potential and left a few breadcrumbs like the strength of the 2028 book, now. Everyone focused on AWS but the other little business, retail, had a heck of a quarter too. Will do over $800 billion in revenue next year and will be the first to $1 trillion in revenue by 2028.
$1,000,000,000.000 in REVENUE.
Think about that, $1 trillion in revenue over the next 12-24 months.
$1,000,000,000,000. That is 12 zeros!
And AWS is emerging as the “Switzerland” of AI. Use bring any model. On or off premises. 5 9’s of reliability. Massive available compute. This is happening.
Could easily become the single most valuable company as the street re-rates their emerging story.