AWS Growth Surges: Why Analysts Are Doubling Down on Amazon

Amazon (AMZN) continues to make headlines as Wall Street grows increasingly bullish on its AI-driven momentum. TD Cowen reaffirmed its Buy rating with a $300 target, citing accelerating AWS revenue growth—up 20.2% year-over-year in Q3 2025—and a massive $200B backlog not yet reflecting newly signed deals. Amazon’s multi-year, $38B partnership with OpenAI is set to dramatically scale AWS compute usage, tapping “hundreds of thousands” of Nvidia GPUs and potentially tens of millions of CPUs for agentic AI workloads.

AWS’s Trainium chips business is also skyrocketing, reaching a multibillion-dollar run rate with 150%+ quarter-over-quarter growth. Analysts project AWS revenue will hit $128B in 2025 and grow to $348B by 2030. While AMZN remains a strong AI contender, some emerging AI stocks may offer even higher near-term upside.

https://finance.yahoo.com/news/amazon-amzn-stock-gets-boost-111927115.html