Practical: AI & Business News Amazon’s AWS Surges 20% as Apple Defies iPhone Slump with Record Services Revenue
Oct 31, 2025
Amazon's cloud division sees a remarkable 20% growth, driven by an uptick in enterprise AI workloads. Apple, despite weaker iPhone sales, celebrates record earnings from services and wearables, showcasing its market resilience. The podcast explores the competitive landscape of cloud services, where AWS appears to regain its dominance. It discusses Apple's anticipated AI strategy emphasizing privacy and on-device models, while highlighting the increasing role of AI infrastructure in driving economic growth across sectors.
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AWS Growth Tied To AI Adoption
- AWS returned to ~20% year-over-year growth, signaling renewed enterprise cloud demand driven by AI workloads.
- Jaeden Schafer links this organic rebound to companies scaling LLM training, data pipelines, and real-time AI on AWS Bedrock.
Services Cushion iPhone Slowdown
- Apple offset weaker iPhone sales with record services revenue north of $23 billion this quarter.
- Jaeden Schafer frames this as Apple shifting toward recurring subscription revenue to stabilize its business.
Wearables Outperform Mac; AI Pivot Looms
- Wearables now generate more revenue than the entire Mac lineup, showing Apple's diversified hardware strength.
- Jaeden Schafer predicts Apple will pivot to on-device generative AI in 2025 to deepen ecosystem lock-in.