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

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

AWS revenue hit $42.2B (+37%, fastest since 2021) on AI services and Trainium/Graviton chips at $25B run rate; capex raised to $220B. A $496B backlog signals demand through 2028, but negative free cash flow forces hyperscalers to prove AI capex ROI.

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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·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…

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

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

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

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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 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