Amazon Reports $15B AI Revenue Run-Rate as CEO Jassy Outlines AI-First Company Transformation

Amazon CEO Andy Jassy revealed AWS is generating a $15 billion AI revenue run-rate, marking strong validation of its AI infrastructure strategy. In his third consecutive AI-focused shareholder letter, Jassy outlined plans to reinvent Amazon around AI, highlighted upcoming products including Amazon Leo internet access and Zoox autonomous ride-hailing, and emphasized AWS's position as an AI infrastructure leader. Amazon has also launched 'Project Houdini,' a modular data center initiative aimed at eliminating build delays to meet surging AI compute demand. AWS Bedrock expanded to nearly 100 supported models with multi-agent orchestration and cross-account guardrails.