AWS's dedicated AI and custom chip divisions both crossed the $25 billion annual revenue run rate threshold, highlighting massive enterprise AI adoption.

Amazon reports Q2 2026 earnings with AWS revenue expected at $40.5B and $200B in capital spending on AI infrastructure. Here's what it means for

Amazon delivered strong profits and net sales during its fiscal second quarter, helped by surging growth in its prominent cloud computing unit.

Amazon Web Services cloud revenue surged significantly, surpassing market forecasts. This strong performance was fueled by increased enterprise artificial intelligence spending. …