Amazon's AWS business is predicted to experience accelerated growth and become a major driver of revenue and profitability in Q3 and Q4 of 2025, as Tranium 2 and next-gen NVIDIA GPU instances are rolled out later in 2025.
"With a wave of Tranium 2 and nextgen NVIDIA GPU instances hitting Amazon's infrastructure later this year, AWS is poised for an acceleration in growth. As supply catches up with demand, this could become a major driver of revenue and profitability moving into quarter 3 and quarter 4."
