Amazon's AWS posts its fastest growth since 2022 as AI demand surges, with a $200 billion backlog and heavy investment fueling 2026 optimism.

Artificial intelligence is currently running on a one-lane CapEx highway that is capacity-constrained. Hyperscaler cloud providers are the largest contributor to the momentum and as such, investors ...

Amazon’s AMZN cloud segment, Amazon Web Services (“AWS”), demonstrated resilient margin performance in the third quarter of ...

Amazon’s Q1 2025 net sales hit $155.7 billion, up 10% YoY, with AWS revenue climbing 17% to $29.3 billion. Free cash flow shrank nearly 50% YoY to $25.9 billion, mainly due to heavy CapEx on regional ...

Shares of Amazon are back in the red for the year, but a further AWS reacceleration could change their fortune in 2026 Morgan Stanley analyst Brian Nowak believes AWS could potentially reach 25% ...