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Investors love AI, as long as you’re a cloud host | TechCrunch

Amazon isn't slowing down on data center spending — but investors don't seem to mind.

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Investors love AI, as long as you’re a cloud host | TechCrunch

Amazon Q2: AWS +37% revenue ($42B) con capex $173B riconcilia spese e crescita agli occhi degli investitori. Cloud host diventano il layer più affidabile dello stack AI, mentre AI labs con capex elevato ma revenue incerta affrontano pressione.

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Timeline cronologica

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·channelnewsasia.com
Amazon beats cloud sales growth estimates; shares jump
July 30 : Amazon.com beat market expectations for quarterly cloud sales growth on Thursday, calming prior fears among investors over hefty planned outlays for artificial…

Investors love AI, as long as you’re a cloud host | TechCrunch

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Investors love AI, as long as you’re a cloud host | TechCrunch

Timeline cronologica

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

Amazon beats cloud sales growth estimates; shares jump

Amazon shares surge 13% as cloud growth eases AI spending fears

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

Amazon jumps as AWS growth soothes fears over rising AI spending

Amazon Stock Soars As AI Strategy Sends It To 'Top Of The Cloud Wars'

Amazon jumps as AWS growth soothes fears over its AI spending

Amazon beats estimates for quarterly cloud revenue growth

US stocks: Amazon beats estimates for quarterly cloud revenue growth

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 Jumps On Solid AWS Growth And Profit, Even As Outlook Disappoints And Free Cash Flow Turns Negative

Amazon beats expectations with cloud and AI growth

Investors love AI, as long as you’re a cloud host | TechCrunch

‘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 Stock Surges As AWS Growth Outpaces Heavy AI Spending

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 Stock Pops 9.5% After-Hours as AWS Fuels Earnings Beat: Jim Cramer Calls it 'Astonishing' - Amazon

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 soars as cloud revenue surge allays fears over ballooning AI bets