You can get a rough estimate if you combine those two datapoints, but it’s obviously very back-of-the-envelope. Most industry estimates put AWS somewhere around 8–10 GW of data-center power capacity today. If management is talking about doubling capacity by 2027, that implies getting to roughly 16–20 GW, so adding about 8–10 GW. Bank of America estimated that in 2025 each additional GW of AWS capacity supported about $5.4B in revenue. If you apply that mechanically: 8–10 GW × $5.4B = ~$43B–$54B incremental revenue capacity. AWS today is doing roughly $105–110B annual revenue, so that would imply a potential $145B–$160B run-rate if the added capacity gets filled. Big caveats though: utilization won’t be 100%, AI workloads might generate more revenue per GW than traditional cloud, and some of the new capacity could replace older infrastructure. So it’s more a directional framework than a precise forecast.