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Amazon on deck to report earnings after the bell with cloud, capex in focus

Amazon projected its 2026 capex will reach $200 billion, and some analysts believe the total could rise in the face of surging artificial intelligence demand.

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Amazon on deck to report earnings after the bell with cloud, capex in focus

Amazon Q2 capex hits $49.3B; AWS revenue +31% YoY expected; 2026 guidance likely $218B+. AWS's exclusive partnerships with OpenAI/Anthropic and custom chips position it as compute hub in constrained market, offsetting peer capex skepticism.

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mercoledì 29 luglio 2026·datacenterdynamics.com
AWS reports fastest growth since 2021, Amazon annual capex to hit $220bn on AI memory costs
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giovedì 30 luglio 2026·benzinga.com
Top Wall Street Forecasters Revamp Amazon Expectations Ahead Of Q2 Earnings - Amazon.com (NASDAQ:AMZN)
Amazon (AMZN) will release Q2 earnings on July 30. Analysts expect $1.82 EPS and $196.25B revenue. Stock fell 1.8% Wed. See analyst ratings and targets.

Amazon on deck to report earnings after the bell with cloud, capex in focus

Confronto fonti

Amazon on deck to report earnings after the bell with cloud, capex in focus

Timeline cronologica

AWS reports fastest growth since 2021, Amazon annual capex to hit $220bn on AI memory costs

Top Wall Street Forecasters Revamp Amazon Expectations Ahead Of Q2 Earnings - Amazon.com (NASDAQ:AMZN)

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Amazon on deck to report earnings after the bell with cloud, capex in focus

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