Key Takeaways
- ANZ (ANZ) anticipates a significant impact on its H2 2025 statutory and cash profit, driven by A$1.1 billion in net after-tax charges from significant items, which will also reduce its CET1 capital by 19 basis points.
- Amazon Web Services (AMZN) is set for a substantial infrastructure expansion, planning to double its overall cloud capacity by the end of 2027.
- In the immediate term, AWS expects to bring over 1 gigawatt of new capacity online in Q4 2025, signaling aggressive growth to meet demand.
- Further bolstering its AI capabilities, AWS will preview its next-generation AI chip, Trainium 3, late in 2025.
ANZ (ANZ) is bracing for a notable hit to its financial performance in the second half of 2025. The banking giant expects its statutory and cash profit to be impacted by a substantial A$1.1 billion net after-tax charge, stemming from significant items. This charge is also projected to reduce the bank's Common Equity Tier 1 (CET1) capital by 19 basis points by the end of H2 2025, reflecting a tightening in its capital position.
Meanwhile, Amazon Web Services (AMZN) is embarking on an ambitious expansion strategy to solidify its dominance in the cloud computing market. The company has announced plans to double its overall cloud capacity by the end of 2027, a move that underscores the escalating demand for cloud infrastructure globally. This long-term growth is complemented by immediate capacity additions, with an Amazon executive revealing expectations for over 1 gigawatt of new capacity to come online in Q4 2025.
In a bid to advance its artificial intelligence offerings, AWS is also preparing to unveil its next-generation AI chip. The Trainium 3 is slated for a preview late in 2025, indicating Amazon's continued investment in proprietary hardware designed to support high-performance AI workloads. This development is crucial as the cloud computing sector increasingly competes on specialized hardware for AI training and inference.
Ed Liston is a senior contributing editor at TheStockMarketWatch.com. An active market watcher and investor, Ed guides an independent team of experienced analysts and writes for multiple stock trader publications.