AWS AI Hit $25B in 3 Years. Early AWS Was $60M.

Name: AWS AI Hit $25B in 3 Years. Early AWS Was $60M.
Uploaded: 2026-10-30
Description: A video by Couch Investor with 2 timestamped ticker calls.

Couch Investor2026-10-302 views

What Couch Investor said in this video:

AI Capexpositive for stockslong-termCiting Jassy's figures, the host notes the generative AI business is growing several hundred times faster than early AWS, signaling unprecedented AI demand scale and pace.Source
AMZNbullishlong-termThe host argues the market prices AWS as a mature cloud while its AI business reached a $25B run rate in 3 years — hundreds of times faster than early AWS — implying a mispriced second founding inside Amazon.Source

AMZNin consensusAI Capex

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