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Amazon soars as cloud revenue surge allays fears over ballooning AI bets - The Economic Times

Amazon shares surged significantly after reporting robust cloud sales growth. This performance reinforced investor confidence in the company's substantial artificial intelligence investments. The tech giant posted its strongest cloud growth in over four years. This indicates a fresh wave of demand justifying increased capital spending plans. Amazon's results show measurable returns from Big Tech's AI spending.

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Amazon soars as cloud revenue surge allays fears over ballooning AI bets - The Economic Times

AWS posted 37% cloud growth with 2027 capacity fully booked, backing $220B capex. Investors now reward tangible AI ROI (AWS) not promises (Meta/Alphabet -7% despite growth), forcing CTOs to prove capex returns quarterly, not assume multi-year payoff.

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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…
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 soars as cloud revenue surge allays fears over ballooning AI bets - The Economic Times

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Amazon soars as cloud revenue surge allays fears over ballooning AI bets - The Economic Times

Timeline cronologica

Amazon beats estimates for quarterly cloud revenue growth

Amazon beats cloud sales growth estimates; shares jump

Amazon soars as cloud revenue surge allays fears over ballooning AI bets

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Amazon soars as cloud revenue surge allays fears over ballooning AI bets

Amazon jumps as AWS growth soothes fears over rising AI spending

Amazon jumps as AWS growth soothes fears over its AI spending