Amazon has revealed that the ‘run rate’ for AI services inside the AWS cloud computing subsidiary has reached $15 billion – as an annualized measure of future revenue. This is around 10.5% of the implied 2026 revenue ($142 billion), and it is the first time that the hyperscaler has discussed AI revenue directly. The disclosure was made alongside a projection of $200 billion in capex investments for 2026. “Of this, much of which will be monetized in 2027-2028, we already have customer commitments for a substantial portion of it,” said CEO Andy Jassy, in his letter to shareholders. “We’re not investing on a hunch.” There was no additional detail on how long it took AWS to achieve this run rate,…