Search | LinkedIn
By Jon Derkits · November 3, 2025 · Curated by George's Blog
Amazon is surging after an incredible Q3.
If you didn't have time to listen to the earnings call, here are the top 3 things that, I think, are driving the stock momentum:
Jassy, on AWS growth:
"We continue to see strong momentum and growth across Amazon as AI drives meaningful improvements in every corner of our business. AWS is growing at a pace we haven’t seen since 2022, re-accelerating to 20.2% YoY."
Jassy, on unannounced AWS deals:
"One of the things that gives us confidence in the pipeline is the volume of large, multi-year commitments we’re signing. In fact, we have unannounced deals worth more than all new deals in its third quarter."
Jassy, on AI and AWS demand:
"The demand signal from customers is very clear — they want more capacity for both traditional cloud workloads and generative AI. We continue to see strong demand in AI and core infrastructure, and we’ve been focused on accelerating capacity. We’ve brought online new availability zones faster than ever, and we’re expanding our custom silicon roadmap with Trainium2 and Inferentia3 to give customers more cost-effective AI options."
***
#amazon
#aws
#amazonwebservices