Amazon stock surges on record cloud growth
Amazon shares rose up to 14% in after-hours trading following a report showing the company’s strongest cloud growth in three years.
Amazon Web Services (AWS) revenue climbed 20% in the third quarter, beating analyst expectations and strengthening Amazon’s position in cloud and AI infrastructure.
AWS growth offset weaker performance in e-commerce, which was weighed down by soft consumer demand and global trade uncertainty. Total quarterly revenue reached $206–$213 billion, exceeding market forecasts.
Amazon’s Q3 2025 earnings report. Source: x.com
CEO Andy Jassy said demand for AI and core infrastructure remains strong, and Amazon plans to ramp up investment in data centers and computing capacity. In the first nine months of the year, the company invested nearly $90 billion in infrastructure, with total 2025 capital spending expected to exceed $125 billion.
As revenue grows, Amazon is undergoing a major restructuring. Previously, GNcrypto reported that the company announced layoffs of 14,000 corporate employees to shift resources toward artificial intelligence projects. Management said reducing bureaucracy and improving efficiency are part of its plan to turn Amazon into “the world’s largest startup.”
Amazon is closing the gap with competitors in AI adoption, and AWS’s performance has strengthened investor confidence. The company’s market capitalization rose by roughly $330 billion - its biggest single-day gain since 2015.
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Vincent Morello is a former professional poker player and a participant in the World Series of Poker (WSOP). He's been in crypto since 2017. Today, he's an active trader and market analyst, known for publishing in-depth market insights and trading commentary. He enjoys risk, cigars, and whiskey.
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