Amazon Web Services (AWS) posted $30.9 billion in revenue for Q2 2025, up 17.5% year-over-year, with operating income rising to $10.2 billion. The results reflect accelerating enterprise adoption of AI-enabled cloud services and expanded demand for AWS’s global infrastructure footprint.
During the quarter, AWS signed new agreements with PepsiCo, Airbnb, Peloton, London Stock Exchange, Nissan Motor Co., GitLab, SAP, Warner Bros. Discovery Sports, TwelveLabs, FICO, Iberia Airlines, SK Telecom, and NatWest Group. AWS also launched new “AI Zones” in Saudi Arabia, in partnership with HUMAIN, and in South Korea with SK Group. To support this momentum, AWS committed multi-billion-dollar investments in new cloud regions and data center capacity across North Carolina, Pennsylvania, and Australia.
AWS advanced its portfolio of AI services, introducing tools for agentic AI development and enterprise-scale deployment. These include Kiro, a new agentic integrated development environment (IDE); Bedrock AgentCore for secure, scalable AI agent operations; Strands Agents, an open-source tool for building agent workflows; and new AI listings in AWS Marketplace from partners such as Anthropic, Salesforce, PwC, and IBM. Amazon Bedrock added Claude 4 from Anthropic and new multimodal foundation models from TwelveLabs. AWS also brought to market NVIDIA Grace Blackwell-powered EC2 instances, Oracle Database@AWS, and Amazon S3 Vectors, a vector storage service optimized for inference and semantic search.
• AWS Q2 revenue: $30.9 billion, up 17.5% YoY
• AWS operating income: $10.2 billion, up from $9.3 billion in Q2 2024
• New enterprise customers: PepsiCo, Airbnb, Nissan, SAP, GitLab, SK Telecom, NatWest Group, among others
• New AI-focused services: Kiro IDE, Bedrock AgentCore, Strands Agents, Amazon S3 Vectors
• New foundation models on Amazon Bedrock: Claude 4, Marengo, Pegasus
• General availability: NVIDIA Grace Blackwell EC2 instances, Oracle Database@AWS, AWS Transform modernization agent
• New “AI Zones” launched in Saudi Arabia and South Korea
• Multi-billion investments in cloud regions across North Carolina, Pennsylvania, and Australia
• Expanded water recycling initiative to 120+ U.S. AWS data centers by 2030, saving 530M gallons annually
“Our conviction that AI will change every customer experience is starting to play out as we’ve expanded Alexa+ to millions of customers, launched new models like DeepFleet for our robotics fleet, and introduced developer tools like Kiro and Bedrock AgentCore,” said Andy Jassy, President and CEO of Amazon. “Our AI progress across the board continues to improve our customer experiences, speed of innovation, operational efficiency, and business growth, and I’m excited for what lies ahead.”
🌐 Why it Matters: AWS’s Q2 growth underscores its central role in the AI infrastructure race, pairing deep enterprise adoption with a fast-expanding global footprint. The launch of agentic AI tools and vector services positions AWS to compete aggressively in enabling next-generation AI workflows, while its infrastructure expansion in the U.S. and abroad reinforces its scale advantage over rivals.
