Andy Jassy has transformed AWS into Amazon's engine for AI-driven revenue growth, with the cloud unit now projected to reach $168 billion（約27兆円） in annual revenue.

What happened: AWS, the cloud-computing division Jassy led before becoming Amazon CEO in July 2021, is projected to have $168 billion（約27兆円） in revenue in 2026, up 30% from last year.

Why it matters: After Amazon stock fell roughly 50% in the 18 months following Jassy's appointment, his focus on AWS positions the cloud unit as a major profit driver, offsetting broader business pressures and demonstrating the strategic value of the segment under his leadership.

What to watch: The 30% year-over-year revenue growth rate shows AWS's momentum, though sustaining this pace while managing competition in AI cloud services will be critical to validating Jassy's strategy.