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Source document· March 21, 2026
Does Amazon's Andy Jassy Know Something Wall Street Doesn't? He Just Made a Game-Changing AI Prediction -- and It's Excellent News for Investors.
View original at nasdaq.comDoes Amazon's Andy Jassy Know Something Wall Street Doesn't? He Just Made a Game-Changing AI Prediction -- and It's Excellent News for Investors…
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AI may help push AWS to $600 billion in annual revenue within a decade, nearly double his earlier forecast
60% confidenceAmazon is not spending $200 billion in capex just hoping AI will be big, but based on clear demand
60% confidenceWe have very clear and significant demand signals for AI services
60% confidenceAmazon is generating revenue from new capacity as soon as it becomes available
60% confidenceThe 10 best stocks for investors to buy now could produce monster returns, but Amazon wasn't one of them
60% confidenceAmazon is able to monetize new capacity instantly as it becomes available
60% confidenceStock Advisor's total average return is 911%, a market-crushing outperformance compared to 186% for the S&P 500
60% confidence
Data points we hold from this source
| Amazon Web Services · operating income contribution | 57 percent |