AWS accelerates to +20%: $33 billion in the third quarter of 2025
2025-10-30 · Publisher : Amazon · Domain : Cloud & DevOps
Amazon reports AWS revenue of $33 billion in Q3 2025, up 20%, its fastest pace since 2022. Andy Jassy cites Trainium2 as a multi-billion-dollar business growing 150% quarter on quarter.
What changes
- AWS revenue reaches $33.0 billion in Q3 2025, up 20%.
- Andy Jassy cites a pace not seen since 2022 (acceleration to 20.2%).
- Trainium2 is fully subscribed, with 150% quarter-on-quarter growth according to Amazon.
- More than 3.8 GW of capacity added in twelve months.
### What changes On 30 October 2025, Amazon publishes its third-quarter results. The AWS segment posts revenue of $33.0 billion, up 20%. Andy Jassy, Amazon's chief executive, stresses that AWS is growing at a pace it had not seen since 2022, with an acceleration to 20.2% year on year. AWS operating income reaches $11.4 billion, against $10.4 billion a year earlier. ### Key facts - AWS revenue: $33.0 billion (+20%), operating income: $11.4 billion. - Trainium2, AWS's in-house AI chip, is "fully subscribed" and is a multi-billion-dollar business, growing 150% quarter on quarter, according to Jassy. - AWS added more than 3.8 gigawatts of capacity over the last twelve months. - Net purchases of property and equipment reach $120.1 billion over the last twelve months, $50.9 billion more than in the prior period. - Amazon: total net sales of $180.2 billion (+13%), net income of $21.2 billion; AWS represents about 18% of sales and about two-thirds of operating income ($17.4 billion, which includes $2.5 billion of charges tied to an FTC settlement). ### Why it matters After quarters of moderate growth, AWS regains a 20% momentum, driven by AI and added capacity. For customers, two lessons: AI computing capacity is a limiting factor at hyperscalers, and in-house chips (Trainium) take a measurable share of the business. Very high investment needs may weigh on pricing and on the commitments asked of customers. ### Takeaway AWS accelerates to 20%: AI revives the growth of the largest cloud provider.
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Tags : AWS, Hyperscaler, Cloud, Puces, IA