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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...

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

Amazon beat estimates: $200B revenue (+20%), AWS +37% to $42.2B, AI/chips exceeding $25B annually. AWS dominates enterprise cloud-to-AI as Amazon escalates $220B capex—trillion-dollar potential hinges on sustaining lead versus Microsoft and Meta.

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giovedì 30 luglio 2026·malaymail.com
Microsoft’s AI machine kicks into gear with US$35.8b profit
SAN FRANCISCO, July 30 — Microsoft beat analysts’ expectations in its latest quarterly report, saying yesterday that the results were partly driven by its cloud and artificial...
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.

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

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

Timeline cronologica

Microsoft’s AI machine kicks into gear with US$35.8b profit

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

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Amazon beats estimates for quarterly cloud revenue growth

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