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US stocks: Amazon beats estimates for quarterly cloud revenue growth

Amazon Web Services cloud revenue surged significantly, surpassing market forecasts. This strong performance was fueled by increased enterprise artificial intelligence spending. Rivals Microsoft and Alphabet's Google also reported solid cloud revenue growth. Amazon's e-commerce business saw increased activity during its Prime Day event. The company's investments in AI infrastructure are now showing clear returns.

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US stocks: Amazon beats estimates for quarterly cloud revenue growth

AWS Q2 revenue grew 37% to $42.2B, beating consensus by 6 points; annual AI revenue run-rate now tops $15B in triple-digit expansion. The beat dispels overbuilding fears: surging enterprise AI demand and contract backlogs prove Big Tech's $700B spend is generating returns.

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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
Cloud sales boom as company ramps up data center buildout
giovedì 30 luglio 2026·apnews.com
Amazon reports strong profits and net sales for 2Q, fueled by robust growth in cloud computing unit
Amazon delivered strong profits and net sales during its fiscal second quarter, helped by surging growth in its prominent cloud computing unit.

US stocks: Amazon beats estimates for quarterly cloud revenue growth

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US stocks: Amazon beats estimates for quarterly cloud revenue growth

Timeline cronologica

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

Amazon reports strong profits and net sales for 2Q, fueled by robust growth in cloud computing unit

Amazon beats estimates for quarterly cloud revenue growth

Amazon beats expectations with cloud and AI growth

Amazon jumps nearly 9% as cloud and advertising growth drive earnings beat

Amazon's stock pops on roaring cloud growth and soaring AI demand - SiliconANGLE

Amazon beats expectations as AWS posts its fastest growth in 18 quarters, shares jump 9%

Amazon beats estimates for quarterly cloud revenue growth

Amazon beats cloud sales growth estimates; shares jump

US stocks: Amazon beats estimates for quarterly cloud revenue growth

Amazon's AWS posts fastest growth since 2021, citing AI and chip demand

Amazon jumps nearly 9% as cloud and advertising growth drive earnings beat

Amazon to boost spending on AI and other technology by $20 billion after strong Q2 results

Amazon revenue soars as AI investments pay off

Amazon beats expectations with cloud and AI growth

‘AWS is booming’: Amazon lifts AI spending to $220 billion as cloud sales surge

Amazon's stock pops on roaring cloud growth and soaring AI demand - SiliconANGLE

Amazon’s Cloud Surge Wins Over Wall Street

Andy Jassy said Amazon will spend $220 billion this year—and still won't have enough capacity to meet demand | Fortune

Andy Jassy said Amazon will spend $220 billion this year—and still won’t have enough capacity to meet demand | Fortune

Amazon’s AI bet starts paying off as revenue tops US$200b

Amazon AI investment: Amazon to boost spending on AI and other technology by $20 billion after strong Q2 results - The Economic Times

Amazon beats expectations as AWS posts its fastest growth in 18 quarters, shares jump 9%

Amazon jumps as AWS growth soothes fears over rising AI spending

Amazon soars as cloud revenue surge allays fears over ballooning AI bets