Amazon's Jassy Predicts $15 Trillion Market Cap as AWS Growth Soars

Amazon's CEO Andy Jassy has made a stunning prediction that Amazon could reach a market capitalization of over $15 trillion in the future. This comes after the company's recent earnings report, which showed a significant increase in revenue and operating profit.

The majority of Amazon's operating profit comes from its cloud computing business, Amazon Web Services (AWS). AWS has seen a 37% growth rate in the past year, making it one of the fastest-growing divisions within the company. Jassy believes that AWS could become a $1 trillion annual revenue business, which would be a significant milestone for the company.

This growth is driven by the increasing demand for cloud computing services, particularly those related to artificial intelligence (AI). Companies such as Anthropic are using AWS to access AI computing power, and Jassy notes that Amazon will not have enough computing capacity to meet demand in 2026 and beyond. This has led to a surge in spending on capital expenditures, with $220 billion allocated for 2026 alone.

If AWS reaches its predicted revenue of $1 trillion, it would equate to huge stock performance for Amazon. With a potential operating income of $393 billion, the company's market capitalization could reach over $15 trillion. This would be a significant gain from its current levels and would make Amazon one of the best-performing stocks in the market.