CLAIM #7443 · Amazon.com Inc (AMZN) · 2025Q2 earnings call · Jul 31, 2025

“I do believe that the combination of more enterprises who have resumed their march to modernize their infrastructure and move from on-premises to the cloud, coupled with the fact that AI is going to accelerate in terms of more companies deploying more AI applications into production that start to scale, coupled with the fact that I do think that more capacity is going to come online in the coming months and quarters, make me optimistic about the AWS business.”

Andrew Jassy · CEO

How to check this claim

Look at: AWS segment revenue growth rate, year-over-year (quarterly)

It came true if: AWS Y/Y revenue growth accelerates versus the growth rate reported in the quarter ended prior to 2025-07-31 (Q2 2025)

Where: Amazon quarterly earnings release / 10-Q segment reporting (AWS net sales)

Knowable after: 2026-07-31

In context

“sure that those generative AI applications are operating where the rest of their data and infrastructure. Remember, a lot of generative AI inference is just going to be another building block like compute, storage and database. And so people are going to actually want to run those applications close to where the other applications are running, where their data is. There's just so many more applications and data running in AWS than anywhere else. And I'm very optimistic about as we get to a bigger scale what's going to happen to AWS on the AI side. And I think we have a set of services that is unique top to bottom in the stack. I think on the last part about what do we expect with respect to acceleration, we don't give guidance by segment. So I'm not going to try and give you guidance. But I do believe that the combination of more enterprises who have resumed their march to modernize their infrastructure and move from on-premises to the cloud, coupled with the fact that AI is going to accelerate in terms of more companies deploying more AI applications into production that start to scale, coupled with the fact that I do think that more capacity is going to come online in the coming months and quarters, make me optimistic about the AWS business. Operator: And the next question comes from the line of Ron Josey with Citi. Ronald Victor Josey: That was really helpful. Maybe taking that same question, but focusing internally on Amazon, I think you penned an article or a blog post back in June, just talking about the ability or potential with GenAI agents and improving efficiencies and speed to market internally. So would love to hear your thoughts as you think about how Amazon is adopting generative AI internally, how perhaps you've seen improving speed to market as a result of everything you've just talked about. Andrew R. Jassy: Yes. I think that AI is the biggest technology transformation for a lifetime, which is saying a lot because even in some of our relatively short lifetimes, we've been through the cloud, mobile and the Inter”

Verify independently

SEC filings for AMZN ↗ · Quote is verbatim from the 2025Q2 earnings call.