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Q2 Earnings: Andy Jassy on Amazon Stores growth, delivery speed, and AI shopping

Amazon CEO Andy Jassy on how the Stores team is expanding selection, delivering at record speeds, growing Grocery and Pharmacy, and using AI to make shopping even easier.

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aboutamazon.com1 mese fa

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

AWS accelerated to 36.7% YoY with $25B+ AI revenue growing triple-digit; Graviton chip delivers 30-40% better price-performance for post-training workloads. Bedrock AgentCore shifts competitive advantage from raw compute to integrated enterprise AI platform: managed agents with governance, security, and autonomous execution.

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fortune.com1 mese fa

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

AWS reached $42.2B Q2 revenue with 37% growth (18-quarter peak); Amazon's $220B 2026 CapEx still won't meet demand. Structural capacity shortage locks enterprises into AWS and extends infrastructure scarcity for years—driving vendor consolidation and higher cloud costs.

Q2 Earnings: Andy Jassy on Amazon Stores growth, delivery speed, and AI shopping

Confronto fonti

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…

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Q2 Earnings: Andy Jassy on Amazon Stores growth, delivery speed, and AI shopping

Q2 earnings: Andy Jassy on Amazon Stores growth, delivery speed, and AI shopping

Q2 Earnings: Andy Jassy on what's driving Amazon Ads growth

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