{"id":3515,"date":"2026-10-30T06:52:10","date_gmt":"2026-10-29T23:52:10","guid":{"rendered":"https:\/\/vlobs.com\/blog\/?p=3515"},"modified":"2026-10-30T06:52:10","modified_gmt":"2026-10-29T23:52:10","slug":"pertumbuhan-pendapatan-aws","status":"publish","type":"post","link":"https:\/\/vlobs.com\/blog\/pertumbuhan-pendapatan-aws","title":{"rendered":"AWS Amazon Tumbuh 39% pada Kuartal III, Lampaui Ekspektasi"},"content":{"rendered":"

VLOBS.COM<\/strong> – Unit komputasi awan Amazon, AWS, membukukan pendapatan US$45,98 miliar pada kuartal III, naik 39% dibandingkan periode yang sama tahun sebelumnya. Angka itu melampaui konsensus analis yang dihimpun StreetAccount sebesar US$45,29 miliar.<\/p>\n

Pertumbuhan AWS meningkat dari sekitar 37% pada kuartal II dan menjadi yang tertinggi sejak kuartal IV 2021. CEO Amazon Andy Jassy mengatakan pendapatan inti dari komputasi dan penyimpanan tumbuh pada laju tercepat dalam beberapa tahun.<\/p>\n

Baca juga<\/strong>: Saham CoreWeave dan Nebius Turun Setelah Capex Microsoft di Bawah Estimasi<\/a><\/p>\n

AWS mencatat laba operasional US$17,77 miliar, naik 55% dan melampaui konsensus StreetAccount sebesar US$16,97 miliar. Unit ini kini menyumbang hampir 23% dari pendapatan Amazon, rekor bagi perusahaan.<\/p>\n

Kesepakatan dan ekspansi kapasitas AI<\/h2>\n

Selama kuartal tersebut, AWS mengumumkan rencana memperluas portofolio unit pemrosesan grafis Nvidia untuk menangani beban kerja AI. AWS juga mengakuisisi startup analisis data DuckLabs dan menandatangani kesepakatan dengan Meta serta OpenAI.<\/p>\n

Baca juga<\/strong>: Saham Microsoft Naik 4% setelah Azure Tumbuh 48% pada Kuartal<\/a><\/p>\n

Jassy mengatakan AWS berniat menyediakan chip Trainium untuk digunakan di luar AWS mulai akhir 2027. Ia menyebut permintaan terhadap Trainium kuat dan pelanggan terus mendorong perusahaan untuk membuka akses tersebut.<\/p>\n

Baca juga<\/strong>: Struktur PBC Anthropic Jadi Risiko Tak Biasa bagi Investor IPO<\/a><\/p>\n

Amazon masih menjadi penyedia cloud terbesar berdasarkan pendapatan, tetapi pertumbuhan pesaingnya juga meningkat. Alphabet mengatakan bisnis Google Cloud lebih dari dua kali lipat pada kuartal III. Microsoft pada Rabu menerbitkan laporan keuangan pertamanya yang mencantumkan pendapatan Azure dalam dolar. Azure mencapai 72% ukuran AWS, naik dari 58% dua tahun sebelumnya.<\/p>\n

Jassy mengatakan Amazon meyakini AWS dapat tumbuh lebih dari 40% pada 2027 dan 2028, serta menjadi bisnis berpendapatan US$1 triliun dalam lima hingga 10 tahun ke depan.<\/p>\n","protected":false},"excerpt":{"rendered":"

Pendapatan AWS mencapai US$45,98 miliar pada kuartal III, melampaui konsensus analis setelah tumbuh 39% secara tahunan.<\/p>\n","protected":false},"author":0,"featured_media":3517,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[26,99],"tags":[756,2568,2571,516,878,100,534,2569,2570,2572],"yoast_head":"\nPendapatan AWS Amazon Naik 39% pada Kuartal III<\/title>\n<meta name=\"description\" content=\"Pendapatan AWS naik 39% menjadi US$45,98 miliar pada kuartal III dan melampaui konsensus analis; laju tertinggi sejak kuartal IV 2021.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/vlobs.com\/blog\/pertumbuhan-pendapatan-aws\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Pendapatan AWS Amazon Naik 39% pada Kuartal III\" \/>\n<meta property=\"og:description\" content=\"Pendapatan AWS naik 39% menjadi US$45,98 miliar pada kuartal III dan melampaui konsensus analis; 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