Earnings$AMZN5:49 PM ET

Amazon CEO Jassy: inference is over half of AWS AI revenue, growing triple-digit

By BORSA NewsroomPublished Oct 29, 2026, 5:49 PM EDTUpdated Oct 29, 2026, 5:50 PM EDT

Jassy said on the Q3 call that inference already accounts for well over half of AWS's AI revenue and is growing, with AWS AI revenue growing at a triple-digit percentage rate YoY. Enterprises are still early in using inference at scale.

Sentimentbullish 75

Bullish · 75 of 100

Impact60

medium · sector-wide

Confidence70%

moderate confidence · single wire

Eventdeveloping

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WHAT WE KNOW

Inference accounts for well over half of AWS's AI revenue