Amazon’s third-quarter 2025 results, set for release on Oct. 30, are expected to show growth in cloud services. AWS sales projected at $32.49 billion, an 18.4% YoY increase. AWS ranked No. 1 in market share at 30%, beating Microsoft and Google. The company’s strategic initiatives likely attracted enterprise demand for AI capabilities.

The introduction of Amazon Bedrock AgentCore at the AWS Summit in July likely influenced Q3 results. An additional $100 million investment in AI agents showcased management’s confidence in this revenue stream. AWS positioned itself to capitalize on the rush to implement AI agents in enterprises before year-end budget cycles.

Amazon Bedrock expanded its model selection with new models in coding, mathematics, and reasoning tasks. These models, offering enhanced customization and security, attracted customers seeking alternatives. Amazon Nova customization in Amazon SageMaker AI provided higher accuracy and flexibility for customers in fine-tuning models for specific use cases.

AWS’s infrastructure investments in AI-related infrastructure, like data center capacity and custom chips, positioned it for sustained growth. Second-quarter guidance indicated a $31.4 billion quarterly pace in capital expenditures. Agentic AI momentum, model expansion, and resolving infrastructure bottlenecks suggest steady Q3 results.

The semiconductor market’s growth reflects the demand for data. An under-the-radar chipmaker, not NVIDIA, is poised for growth. Specializing in products NVIDIA doesn’t offer, this company is entering the spotlight. Investors can access a free report on this stock for insights on the next digital gold rush in data centers.

Read more at Nasdaq: Will Strong AWS Performance Improve Amazon’s Q3 Results?