Amazon Just Crossed $3 Trillion — and AWS Still Can't Build Fast Enough

Amazon Just Crossed $3 Trillion — and AWS Still Can't Build Fast Enough

AWS grew 37% YoY ($42.2B quarterly), yet Amazon warns $220B capex won't cover 2026-28 demand; the AI bottleneck is now infrastructure, not algorithms. For builders, compute scarcity makes cost-per-token and efficiency non-negotiable; competitive advantage depends on securing and optimizing scarce capacity.