According to @StockMarketNerd, Cowen expects AWS revenue to grow 23% next year and 24% in 2027 for AMZN, versus sell-side consensus near 20% for both years, highlighting above-consensus cloud momentum to watch into guidance updates, source: @StockMarketNerd on X, Dec 5, 2025. AWS growth implied by Cowen is roughly 300–400 bps above the street across the two years, a spread that could drive estimate revisions if confirmed by management commentary, source: @StockMarketNerd on X, Dec 5, 2025. AWS remains a major profit contributor to Amazon’s consolidated results, making AWS growth a key lever for AMZN valuation tracking and sensitivity in multi-year models, source: Amazon.com, Inc. 2023 Form 10-K. For crypto market relevance, AWS offers Amazon Managed Blockchain for enterprise blockchain workloads, so cloud demand trends are directly tied to blockchain infrastructure utilization monitored by crypto-focused traders, source: AWS Amazon Managed Blockchain service documentation. Key trading checkpoints include Amazon’s upcoming earnings and AWS workload commentary that could shift consensus toward Cowen’s view if management signals sustained demand, source: Amazon Investor Relations events and earnings schedule.