John Whelan: Amazon betting big on AI becoming central to cloud offerings - News Summed Up

John Whelan: Amazon betting big on AI becoming central to cloud offerings


Earlier this month, Amazon unveiled its financial results for 2025, revealing a story that goes deeper than just sales growth. The regulatory changes significantly impacted cross-border sales in 2025, leading to higher prices, reduced margins for sellers and impacting established inventory strategies. But what truly fuelled the revenue surge was its services division — Amazon Web Services (AWS) — accounting for nearly 60% of overall group sales. AI set to become central to AWS’s cloud offeringsIn the fourth quarter and annual financial announcement session, it became clear AI is set to become central to AWS’s cloud offerings. Analysts increasingly argue, however, that online product sales remain unprofitable, with profits from its AWS division funding the aggressive pricing, speedy shipping, and market leadership.


Source: Irish Examiner February 15, 2026 16:02 UTC



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