Amazon’s AWS Set to Shine: Analyst Predicts AWS “Azure Moment” Is Coming
Cloud wars are heating up—and Amazon may be the next breakout winner.
Momentum is building around Amazon Web Services (AWS) as analysts highlight a pivotal shift. Amazon (AMZN), traded on NASDAQ in the Retail & Technology sector, is seeing renewed optimism as Bank of America’s Justin Post expects AWS growth of 19–20% this quarter, driven by surging AI-related demand. With Trainium chips gaining traction and aggressive infrastructure investment, AWS is poised to capture market share from Microsoft Azure (NASDAQ:MSFT) and Google Cloud (NASDAQ:GOOGL).
Amazon’s broader outlook reinforces this bullish sentiment. Wall Street’s median one-year price target for AMZN is near $243, suggesting more than 14% upside from current levels. Recent earnings, along with upbeat projections from HSBC and TD Cowen, further strengthen confidence in AWS’s potential to anchor sustained growth.
CEO Andy Jassy has committed to $100 billion in capex for 2025—calling it “the biggest technology shift since the internet”—with a clear focus on AI and AWS infrastructure. Although growth may fluctuate due to chip and data center constraints, the long-term vision remains intact.
This anticipated “Azure moment” for AWS highlights a strategic window: while Azure faces go-to-market complexity, AWS’s stable billing model and fast-evolving AI stack offer a competitive edge. With 31% global market share in cloud infrastructure and a bold push into generative AI, Amazon is positioning AWS to dominate the next cloud innovation cycle.