"Revenue grew in the mid to high teens throughout the year, supported by rising enterprise demand and accelerating AI workloads. Amazon leaned heavily into its custom silicon strategy -- Trainium and Inferentia -- providing customers with more cost-efficient options for training and inference. Meanwhile, Bedrock made it easier for companies to build generative AI applications using Amazon's own models or those of partners like Anthropic."
"Rather than competing for consumer-facing AI attention, AWS focused on powering the back end of AI adoption. This deepened customer stickiness and expanded the long-term opportunity as more companies scale AI deployments. Advertising became Amazon's fastest-growing segment 2025 marked a turning point for Amazon's advertising business. Annualized ad revenue exceeded $60 billion, outpacing retail, subscriptions, and even AWS. The driver was simple: Amazon sits at the intersection of shopping intent, first-party data, and media consumption. Prime Video's shift to an ad-supported tier gave Amazon immediate scale"
Amazon enters 2026 in a stronger, more diversified position, with retail still defining the brand but cloud, advertising, and AI increasingly driving growth. AWS regained momentum in 2025 as revenue grew in the mid- to high-teens, enterprise demand and AI workloads accelerated, and Amazon pushed custom silicon (Trainium, Inferentia) alongside Bedrock to simplify generative AI deployment. AWS prioritized powering backend AI adoption to deepen customer stickiness and scale long-term opportunity. Advertising became the fastest-growing segment, with annualized ad revenue surpassing $60 billion thanks to shopping intent, first-party data, media consumption, and Prime Video’s ad-supported tier. 2025 served as foundation-building; 2026 may bring visible acceleration.
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