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Amazon jumps as AWS growth soothes fears over its AI spending

Amazon shares rose more than 12% after AWS grew 37%, its fastest in four years, easing worries that the company’s ~$220bn AI build-out is running ahead of demand.

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Amazon jumps as AWS growth soothes fears over its AI spending

AWS grew 37% in Q2 (31% forecast), proving AI demand exceeds capacity; capex raised $220bn. Amazon's vertical strategy (custom chips + data centers) cuts costs vs Nvidia rivals, though negative $7.6bn free cash flow shows AI capex intensity.

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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 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…

Amazon jumps as AWS growth soothes fears over its AI spending

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Amazon jumps as AWS growth soothes fears over its AI spending

Timeline cronologica

AWS reports fastest growth since 2021, Amazon annual capex to hit $220bn on AI memory costs

Amazon beats estimates for quarterly cloud revenue growth

Amazon jumps as AWS growth soothes fears over rising AI spending

Amazon shares surge 13% as cloud growth eases AI spending fears

Amazon jumps nearly 9% as cloud and advertising growth drive earnings beat

Amazon beats expectations as AWS posts its fastest growth in 18 quarters, shares jump 9%

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

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 to boost spending on AI and other technology by $20 billion after strong Q2 results

Amazon revenue soars as AI investments pay off

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 Stock Surges As AWS Growth Outpaces Heavy AI Spending

Q2 Earnings: Andy Jassy on why AWS is booming and what it means for customers

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 Stock Pops 9.5% After-Hours as AWS Fuels Earnings Beat: Jim Cramer Calls it 'Astonishing' - Amazon

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%