Amazon's Project Rainier Will Begin to Stem Its AI Share Losses -- Market Talk
Dow Jones
Oct 17
1158 ET - Amazon Web Services' share declines in the age of AI have been the source of investor concern, but the company's Project Rainier computing project with Anthropic should soon start to reverse those losses, Deutsche Bank analysts say. While revenue from the project will really start to ramp in the fourth-quarter, it could still drive a couple hundred million dollars in additional revenue in the third-quarter, allowing AWS to achieve 18% to 19% revenue growth. "AWS will return to gaining incremental dollars added into the cloud ecosystem, thus mitigating fears that AWS is a firm AI loser," the analysts say. (nicholas.miller@wsj.com)
(END) Dow Jones Newswires
October 17, 2025 11:58 ET (15:58 GMT)
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