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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

giovedì 30 luglio 2026·cnbc.com
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.
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

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

Amazon beats cloud sales growth estimates; shares jump

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

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

Amazon beats cloud sales growth estimates; shares jump

Amazon revenue soars as AI investments pay off

US stocks: Amazon beats estimates for quarterly cloud revenue growth

Amazon beats estimates for quarterly cloud revenue growth

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 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 dépasse les attentes sur la croissance de son cloud grâce au boom de l'IA

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’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

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