{"id":697769,"date":"2025-11-01T16:30:19","date_gmt":"2025-11-01T13:30:19","guid":{"rendered":"https:\/\/buradabiliyorum.com\/en\/aws-exceeds-wall-streets-expectations-as-demand-for-cloud-infra-remains-high\/"},"modified":"2025-11-01T16:30:19","modified_gmt":"2025-11-01T13:30:19","slug":"aws-exceeds-wall-streets-expectations-as-demand-for-cloud-infra-remains-high","status":"publish","type":"post","link":"https:\/\/buradabiliyorum.com\/en\/aws-exceeds-wall-streets-expectations-as-demand-for-cloud-infra-remains-high\/","title":{"rendered":"AWS exceeds Wall Street\u2019s expectations\u00a0as demand for cloud infra remains high"},"content":{"rendered":"<div>\n<p id=\"speakable-summary\" class=\"wp-block-paragraph\">Amazon\u2019s cloud infrastructure service, Amazon Web Services (AWS), is on track to record its strongest year of growth in three years, fueled by the AI industry\u2019s unprecedented demand for computing power.<\/p>\n<p class=\"wp-block-paragraph\">AWS is growing 20% year-over-year and ended the third quarter with $33.1 billion in sales through the first nine months of the year, Amazon announced in its <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/ir.aboutamazon.com\/news-release\/news-release-details\/2025\/Amazon-com-Announces-Third-Quarter-Results\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">third-quarter earnings release<\/a> on Thursday. The business segment\u2019s operating income increased to $11.4 billion in Q3, up from $10.4 billion at the same point in 2024.<\/p>\n<p class=\"wp-block-paragraph\">\u201cAWS is growing at a pace we haven\u2019t seen since 2022, re-accelerating to 20.2% YoY,\u201d Andy Jassy, the president and CEO of Amazon, said in the company\u2019s earnings announcement. \u201cWe continue to see strong demand in AI and core infrastructure, and we\u2019ve been focused on accelerating capacity \u2014 adding more than 3.8 gigawatts in the past 12 months.\u201d<\/p>\n<p class=\"wp-block-paragraph\">AWS launched an infrastructure region in New Zealand during the quarter and has three more regions in the pipeline.<\/p>\n<p class=\"wp-block-paragraph\">The cloud infrastructure provider also secured several new deals in Q3 across a variety of industries, including a few notable names in the AI market. In July, <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/www.perplexity.ai\/hub\/blog\/perplexity-collaborates-with-amazon-web-services-to-launch-enterprise-pro\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">AWS partnered with Perplexity<\/a> to launch the AI browser company\u2019s enterprise product. AWS also partnered with Cursor during the third quarter.<\/p>\n<p class=\"wp-block-paragraph\">The intense infrastructure demands of AI have also been a boon to AWS\u2019s competitors. OpenAI and Oracle allegedly inked a massive $300 billion cloud compute deal in September that will start in 2027. The pair also made a deal for OpenAI to pay Oracle $30 billion a year for data center services. Last week, Google and Anthropic announced a cloud deal worth tens of billions of dollars.<\/p>\n<p class=\"wp-block-paragraph\">These huge deals come despite skepticism of how much cloud infrastructure will actually be needed in the future and if the industry is heading into bubble territory. However, it does makes sense for cloud companies like AWS to take advantage of a market where customers are willing to pay big sums for their services.<\/p>\n<div class=\"wp-block-techcrunch-inline-cta\">\n<div class=\"inline-cta__wrapper\">\n<p>Techcrunch event<\/p>\n<div class=\"inline-cta__content\">\n<p>\n\t\t\t\t\t\t\t\t\t<span class=\"inline-cta__location\">San Francisco<\/span><br \/>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"inline-cta__separator\">|<\/span><br \/>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"inline-cta__date\">October 13-15, 2026<\/span>\n\t\t\t\t\t\t\t<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<p class=\"wp-block-paragraph\">\u201cYou\u2019re going to see us continue to be very aggressive in investing capacity because we see the demand,\u201d Jassy said about investing in AI infrastructure. \u201cAs fast as we\u2019re adding capacity right now, we\u2019re monetizing it.\u201d<\/p>\n<p class=\"wp-block-paragraph\">This <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/news\/\" data-internallinksmanager029f6b8e52c=\"2\" title=\"News\" target=\"_blank\" rel=\"noopener\">news<\/a> comes two days after Amazon announced it was slashing 14,000 corporate jobs, as it looks to invest more in its AI strategy.<\/p>\n<\/div>\n<blockquote><p><strong><span style=\"color: #ff6600;\">If you liked the article, do not forget to share it with your friends. Follow us on\u00a0<span style=\"color: #ff0000;\"><a style=\"color: #ff0000;\" href=\"https:\/\/news.google.com\/publications\/CAAqBwgKMN63nwsw68G3Aw\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Google News<\/a><\/span>\u00a0too, click on the star and choose us from your favorites.<\/span><\/strong><\/p><\/blockquote>\n<blockquote>\n<p style=\"text-align: center;\"><strong>If you want to read more like this article, you can visit our <span style=\"color: #ff9900;\"><a style=\"color: #ff9900;\" href=\"https:\/\/buradabiliyorum.com\/en\/category\/technology\/\" target=\"_blank\" >Technology<\/a><\/span> category.<\/strong><\/p>\n<\/blockquote>\n<p><span style=\"color: black;\"><a style=\"color: #ff9900;\" href=\"https:\/\/techcrunch.com\/2025\/10\/31\/aws-exceeds-wall-streets-expectations-as-demand-for-cloud-infra-remains-high\/\" target=\"_blank\" >Source<\/a><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Amazon\u2019s cloud infrastructure service, Amazon Web Services (AWS), is on track to record its strongest year of growth in three years, fueled by the AI industry\u2019s unprecedented demand for computing power. AWS is growing 20% year-over-year and ended the third quarter with $33.1 billion in sales through the first nine months of the year, Amazon&#8230;<\/p>\n","protected":false},"author":1,"featured_media":697770,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/techcrunch.com\/wp-content\/uploads\/2024\/05\/IMG_4752.jpg?resize=1200,797","fifu_image_alt":"","footnotes":""},"categories":[18],"tags":[77337,75885,2758,145461,156482,141199,70636],"class_list":["post-697769","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology","tag-ai","tag-enterprise","tag-amazon","tag-aws","tag-cloud-infrastructure","tag-openai","tag-oracle"],"_links":{"self":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/697769","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/comments?post=697769"}],"version-history":[{"count":0,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/697769\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media\/697770"}],"wp:attachment":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media?parent=697769"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/categories?post=697769"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/tags?post=697769"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}