AMZN
AmazonAWS rents AI compute and builds its own Trainium and Inferentia chips.
Alerts for AMZN
01What does it supply?
Products, customers, and where it sits in the AI stack.
What the company does
E-commerce, cloud computing (AWS), advertising, logistics and devices.
Its role in AI
AWS is the largest cloud provider; it rents GPU capacity, offers models through Bedrock, and designs custom AI chips.
02How much does AI matter to its business?
Significant. A large and growing share of revenue or spending is AI-related.
Reported figures come from the company's own filings and releases. Estimates are third-party or editorial and are kept separate. The exposure label is an editorial judgment.
Reported by the company
- AWS segment sales increased 37% year-over-year to $42.2 billion; AWS operating income $16.6 billion vs $10.2 billion in Q2 2025.Source · Q2 2026, quarter ended June 30, 2026
- AWS's AI business exceeded a $25 billion annual revenue run rate, growing triple-digit percentages year-over-year; the Chips business also eclipsed a $25 billion run rate.Source · Q2 2026, quarter ended June 30, 2026
- Purchases of property and equipment, net of proceeds from sales and incentives, totaled $169.007 billion for the trailing twelve months ended June 30, 2026.Source · TTM ended June 30, 2026
Estimates
No third-party or editorial estimates are listed for AMZN. Only company-reported figures are shown at present.
Key financial metrics, by reporting period
Company-reported, via TradingView03What should visitors watch next?
Earnings, product launches, customer spending, and the risks that matter.
Next earnings
No announced date on file. Check the investor relations page.
Last earnings release: 2026-07-30 (8-K)
Watch list
Growth drivers
- CEO: 'AWS is booming, growing 36.7% year-over-year in Q2—our fastest growth in 18 quarters—and our AI and Chips businesses each eclipsed run rates of more than $25 billion' source
- Trainium momentum, with Anthropic and OpenAI making multi-year, multi-gigawatt commitments source
- Net sales increased 20% to $200.6 billion in Q2 2026 from $167.7 billion in Q2 2025 source
Risks
- Spending on technology and infrastructure is expected to increase over time as Amazon builds AI capabilities, which may hurt near-term cash flow even if strategically valuable source
- Amazon depends on a limited group of suppliers for semiconductor products, including those for AI infrastructure such as GPUs, creating vulnerability to supply disruptions source
- AWS faces intense cloud competition from rivals with greater resources that may adopt more aggressive pricing or devote more resources to technology source
Recent developments: SEC filings
Source: SEC EDGAR · refreshed every 15 min- 8-KCurrent report · items 8.01,9.012026-09-14documentfolder
- 8-KCurrent report · items 5.022026-09-09documentfolder
- 10-QQuarterly report2026-07-31documentfolder
- 8-KEarnings release · items 2.02,9.012026-07-30documentfolder
- 8-KCurrent report · items 8.01,9.012026-07-09documentfolder
- 8-KCurrent report · items 8.01,9.012026-06-12documentfolder
- 8-KCurrent report · items 1.01,2.03,9.012026-06-10documentfolder
- 8-KCurrent report · items 5.072026-05-22documentfolder
- 10-QQuarterly report2026-04-30documentfolder
- 8-KEarnings release · items 2.02,9.012026-04-29documentfolder
- 8-KCurrent report · items 7.01,9.012026-04-14documentfolder
- 8-KCurrent report · items 7.01,9.012026-04-09documentfolder
Insider trades
Form 4, last 6 filings| Insider | Transaction | Shares | Avg price | Filed |
|---|---|---|---|---|
Herrington Douglas J CEO Worldwide Amazon Stores | Open-market sale · disposed | 1,000 | $254.77 | 2026-09-03 |
BEZOS JEFFREY P Director, Executive Chair | Gift · disposed | 415,580 | — | 2026-08-27 |
Jassy Andrew R Director, President and CEO | Option exercise · acquired | 50,000 | — | 2026-08-25 |
Jassy Andrew R Director, President and CEO | Open-market sale · disposed | 20,000 | $259.01 | 2026-08-25 |
Garman Matthew S CEO Amazon Web Services | Option exercise · acquired | 18,176 | — | 2026-08-25 |
Garman Matthew S CEO Amazon Web Services | Open-market sale · disposed | 14,541 | $259.06 | 2026-08-25 |
News
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Compare all →Also tagged: Chips & Compute
Original sources
- Investor relations — earnings dates, releases, presentations
- SEC EDGAR company page — every filing (CIK 0001018724)
- TradingView symbol page — full chart and data
Research note — No Q3 2026 earnings-call date announced on ir.aboutamazon.com or press.aboutamazon.com as of 2026-09-17. 10-K for FY2025 filed January 28, 2026. AWS backlog/RPO not captured from the release fetched.