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AWS

British  

abbreviation

  1. automatic warning system: a train safety system which gives audible warnings about the signals being passed, and can apply the brakes automatically if necessary

"Collins English Dictionary — Complete & Unabridged" 2012 Digital Edition © William Collins Sons & Co. Ltd. 1979, 1986 © HarperCollins Publishers 1998, 2000, 2003, 2005, 2006, 2007, 2009, 2012

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Amazon has already made strides to boost its Amazon Web Services business this year, and AWS is largely seen as the stock’s biggest growth driver.

From MarketWatch

The company brought its data-center initiative Project Rainier online last month, and reported a reacceleration in AWS revenue growth to 20% for the third quarter.

From MarketWatch

Capacity constraints have been a “material headwind” to AWS reacceleration in past quarters, but Helfstein noted that Amazon is planning to double capacity through 2027 and add at least a gigawatt of capacity in the fourth quarter.

From MarketWatch

Wall Street estimates imply that AWS’s revenue per gigawatt will decline and capital expenditures will remain high relative to revenue.

From MarketWatch

AWS capex as a percentage of revenue has increased from 41% in 2024 to an estimated 77% in 2025, but Helfstein expects that to trend toward 56% in 2027, “effectively returning towards historical norms.”

From MarketWatch