---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000961090.md"
description: "From the call, it’s clear $Amazon(AMZN.US) management wants the Street to think of the company as a AI data center and chips company. Forget retail. That been the consistent message on the call, underscored by them doing the unthinkable: giving two-year AWS revenue growth guidance of 40%+ in each of 2027 and 2028, above the just-reported 39%. They typically only guide AWS one quarter out.They’re also saying AWS will be a trillion-dollar business in 5–10 years. In CY28 the Street is at $306B. Bottom line: they’re telling the Street that AWS is going to be much, much bigger.Source: Gene Munster"
datetime: "2026-10-29T21:58:43.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000961090.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000961090.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000961090.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# From the call, it’s clear $Amazon(AMZN.US) managem…


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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**