AWS Q2 2025 Resition Amazon Cloud report

Amazon The Cloud Group Group has grown with a growth of 18 % revenues in the second quarter, slightly ahead of analysts’ estimates.

Amazon Web Services continues to lead the cloud infrastructure market, but it faces intense pressure from Microsoft and GoogleWith all three companies intensifying investments in artificial intelligence to benefit from the prosperous demand.

Microsoft and Google reported a better cloud than expected results For the last quarter, with higher growth rates than Amazon.

On Wednesday, CEO of Microsoft Satia Nadila He said revenues from Azure and other cloud services Over 75 billion dollars In the fiscal year ending June 30, with a quarter of 39 % growth. This is the first time that Microsoft has a dollar number for the company. Last week, Alphabet recorded revenues of $ 13.62 billion for its cloud computing company, an increase of 32 % over last year.

Amazon said on Thursday that AWS revenues for the second quarter amounted to $ 30.87 billion. Street analysts are expected by Streetaccount 30.8 billion dollars. AWS is now 18 % of Amazon revenues.

“We have more beneficial works in the AWS sector than others,” said Andy Jaci, CEO of Amazon, to analysts at a phone conference. “I think the second player is about 65 % of AWS size.”

The cloud is still a profit center for Amazon. AWS achieved $ 10.2 billion of operating income in the second quarter, and exceeds the average estimate of the analyst of $ 10.9 billion, according to the street street. The total operating income of Amazon was 19.2 billion dollars.

During a quarter, AWS said it would open a data center An area in Chile Before 2027, Pepsico announced Multi -year agreement This includes transferring work burdens to Amazon Cloud.

Last week, Microsoft released corrections for the SharePoint Servant after the Chinese infiltrators Take advantage of the vulnerabilityAccess to the internal files of some customers.

“For most companies, they put data that they really care about in the cloud,” Jassi said. “The safety and privacy of this data is very important, and there are completely different results in security in AWS, which you see in other players.”

Jaci said that AWS is still facing a deficiency in the offer to meet the increasing demand for artificial intelligence, especially when it comes to power. Emmy Hood, the financing president, said on Wednesday that Microsoft expects to be restricted during the rest of the calendar year.

He watches: Amazon Aws Executive Excellence on Excellences for Artificial Intelligence