AWS has had its fastest growth in 15 quarters, Amazon’s CEO reveals.
Enterprise customers continue to increase investment as cloud modernization and AI use cases show measurable returns, with generative AI demand now moving from experimentation into production.
By combining core cloud infrastructure, custom AI silicon, and enterprise-grade data and security capabilities, AWS is able to position itself at the center of this shift.
Andrew R. Jassy, CEO at Amazon, sees AI as the fastest-adopted technology Amazon has experienced, helping drive more customers to AWS.
“Starting with AWS, growth continued to accelerate, up 28% year over year, the fastest growth rate in 15 quarters, up $2 billion quarter over quarter, the largest Q4 to Q1 AWS revenue increase ever,” he explained.
“We have never seen a technology grow as rapidly as AI. Amazon is already a leader, and companies continue to choose AWS for AI.”
Fastest Growth in Nearly Four Years
Reporting its fastest growth in almost 4 years, AWS continues to see strong momentum from both core cloud demand and rapidly expanding adoption of AI.
As enterprises continue to migrate infrastructure and modernize applications in the cloud, this keeps baseline demand strong even as customers remain cost-aware and optimize spend.
At the same time, generative AI, its fastest-growing technology, is now scaling faster than it did in previous years, highlighting the significance of this new adoption wave.
With real production deployments now occurring across model training, inference, data platforms, and AI-enabled applications, AWS is seeing AI become a meaningful revenue driver at a pace that far outstrips the early trajectory of its core cloud business.
“To put our growth in perspective, three years after AWS launched, it had a $58 million revenue run rate,” Jassy continued.
"In the first three years of this AI wave, AWS’s AI revenue run rate is over $15 billion – nearly 260 times larger.”
As a result, durable core cloud demand and the surge in AI workloads are driving AWS’s strongest growth pace.
Full-Stack AI Gains Momentum in Q1
With its full stack now maturing quickly, these products combined are driving both new AI workload demand and improved efficiency across the rest of its cloud footprint, translating into measurable usage and spend.
Firstly, Amazon Bedrock customer spend grew 170% quarter over quarter, with the product having processed more tokens in Q1 than all prior years combined, and is now used by over 125,000 customers and nearly 80% of the Fortune 100.
AWS is positioning Bedrock as the primary entry point for enterprise generative AI, including its widening Bedrock’s lineup of frontier models and the recent addition of OpenAI’s GPT‑5.4 directly within the platform.