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Storia in 12 fonti

Amazon’s Cloud Surge Wins Over Wall Street

There’s no doubt about it: AI gave the big cloud firms a lift in business in the June quarter. We’ve already heard that from Google and Microsoft, and on Thursday, Amazon, the biggest cloud firm, followed suit by posting 37% growth in its Amazon Web Services cloud unit for the quarter. That’s 9 ...

Raccontata da

hindustantimes.com

channelnewsasia.com

economictimes.indiatimes.com

siliconangle.com

theinformation.com

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AI · summaries

theinformation.comStai leggendo3 h fa

Amazon’s Cloud Surge Wins Over Wall Street

There’s no doubt about it: AI gave the big cloud firms a lift in business in the June quarter. We’ve already heard that from Google and Microsoft, and on Thursday, Amazon, the biggest cloud firm, followed suit by…

Timeline cronologica

giovedì 30 luglio 2026·hindustantimes.com
Why Nvidia, Nebius, Amazon and AI stocks are rising today as Microsoft Azure growth boosts sector
Nvidia, Nebius, Amazon and AI stocks rallied after Microsoft Azure posted strong growth, boosting confidence in AI demand and cloud spending. | Business News
giovedì 30 luglio 2026·channelnewsasia.com
Amazon beats estimates for quarterly cloud revenue growth
July 30 : Amazon.com topped market expectations for quarterly cloud revenue growth on Thursday on the back of surging enterprise AI spending, signaling the company's hefty…

economictimes.indiatimes.com

7 h fa

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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siliconangle.com4 h fa

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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ynetnews.com4 h fa

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

AWS revenue jumped 37% to $42.2B (fastest in 18 quarters) as Amazon raises 2026 capex to $220B for AI infrastructure. Jassy argues most enterprise workloads haven't yet scaled AI inference, pointing to enormous untapped corporate demand ahead. Wall Street rewards AI spending only when it drives cloud growth and cash flow. AWS's $500B backlog and $169B run rate prove demand is materializing; Meta's negative FCF and Microsoft's +16% surge show the market demands proof of returns, not speculation.

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fortune.com3 h fa

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

AWS reached $42.2B Q2 revenue with 37% growth (18-quarter peak); Amazon's $220B 2026 CapEx still won't meet demand. Structural capacity shortage locks enterprises into AWS and extends infrastructure scarcity for years—driving vendor consolidation and higher cloud costs.

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techcrunch.com5 h fa

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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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…

giovedì 30 luglio 2026·

economictimes.indiatimes.com

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. …

giovedì 30 luglio 2026·

cnbc.com

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

Amazon Web Services announced new business with Meta and OpenAI in the quarter.

giovedì 30 luglio 2026·

axios.com

Amazon revenue soars as AI investments pay off

Amazon's AI cloud business soared in the second quarter, driving far higher revenue than expected, though the company's free cash flow also turned negative as it invests heavily…

venerdì 31 luglio 2026·

france24.com

Amazon beats expectations with cloud and AI growth

Amazon beat analysts' expectations on Thursday when it reported growth in overall revenue and sales, particularly in its cloud, artificial intelligence and chips divisions.

venerdì 31 luglio 2026·

techcrunch.com

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.

venerdì 31 luglio 2026·

ynetnews.com

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

Amazon shares jumped after AWS recorded its fastest growth in 18 quarters, strengthening CEO Andy Jassy’s argument that corporate AI adoption is still in its early stages;…

venerdì 31 luglio 2026·

siliconangle.com

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

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

venerdì 31 luglio 2026·

theinformation.com

Amazon’s Cloud Surge Wins Over Wall Street

There’s no doubt about it: AI gave the big cloud firms a lift in business in the June quarter. We’ve already heard that from Google and Microsoft, and on Thursday, Amazon, the…

venerdì 31 luglio 2026·

fortune.com

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

AWS revenue hit $42.2 billion in Q2, marking its fastest growth in 18 quarters as AI demand outpaces Amazon's ability to build more data centers.

venerdì 31 luglio 2026·

malaymail.com

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

SAN FRANCISCO, July 31 — Amazon beat analysts’ expectations on Thursday when it reported growth in overall revenue and sales, particularly in its cloud, artificial intelligence...

venerdì 31 luglio 2026·

economictimes.indiatimes.com

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

The Seattle-based company said Thursday that sales in its cloud computing unit called AWS rose 37% during the April-June period, faster than the 28% clip in the previous quarter…