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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.

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fortune.comStai leggendo19 h fa

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

AWS surged 37% to $42.2B Q2 revenue with 39.4% margins, yet $220B 2026 capex won't satisfy customer AI and cloud demand through 2027. Capacity shortage reinforces cloud pricing power and forces enterprises to commit to multi-cloud strategy now.

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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·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.

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

Confronto fonti

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

Timeline cronologica

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

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

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

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

Amazon jumps as AWS growth soothes fears over its AI spending

US stocks: Amazon beats estimates for quarterly cloud revenue growth

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

Amazon set to report Q2 2026 earnings with focus on cloud and capex

Amazon reports strong profits and net sales for 2Q, fueled by robust growth in cloud computing unit

Amazon beats cloud sales growth estimates; shares jump

Amazon beats estimates for quarterly cloud revenue growth

US stocks: Amazon beats estimates for quarterly cloud revenue growth

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

Amazon Q2 Ad Revenue Up 26% as Tech Giant’s Profit Booms to $62.6 Billion on Anthropic Investments

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

Amazon’s Cloud Surge Wins Over Wall Street

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