"AWS grew 17% year-over-year in Q1 2025 and reached 24% growth in Q4 2025, marking the fastest growth in 13 quarters, driven by AI infrastructure demand."
"Advertising revenue in Q4 2025 hit $21.317 billion, up 23% year-over-year, with high margins benefiting from Amazon's retail flywheel and customer purchase intent."
"Amazon's Trainium and Graviton chips now have a combined annual revenue run rate of over $10 billion, growing at triple-digit percentages year-over-year."
"The Rufus AI shopping assistant, used by 300 million customers, is driving approximately $12 billion in incremental annualized sales, enhancing Amazon's advertising value."
Amazon's AWS is experiencing a reacceleration in growth, reaching 24% year-over-year in Q4 2025, driven by AI demand. The advertising segment also shows robust growth, with revenue hitting $21.317 billion in Q4 2025, up 23% year-over-year. Amazon's Trainium and Graviton chips are generating over $10 billion in annual revenue, growing at triple-digit rates. The company's valuation appears reasonable given its expanding business segments and competitive advantages in both cloud and advertising markets.
Read at 24/7 Wall St.
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