AMZN
AmazonAWS rents AI compute and builds its own Trainium and Inferentia chips.
Next earnings: Amazon has not announced its next earnings date. Its last earnings release was filed with the SEC on October 29, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead. Last earnings release on EDGAR
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.
Why AMZN is rated significant
Significant. AWS was $42.2 billion of revenue in Q2 2026, up 37%, and Amazon said its AI business and its Chips business each passed a $25 billion annual run rate. Trailing twelve-month capital expenditure was $169 billion. Retail and advertising are still most of Amazon's revenue, which keeps the rating at significant.
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.
Watch list
- The £4.242 billion sterling notes sold September 14, 2026 in four tranches (5.200% due 2029 to 6.650% due 2045; 8-K item 8.01) as part of the funding for AWS capacity source
- Q3 2026 guidance: net sales $197.0-$202.0 billion; operating income $22.5-$26.5 billion source
- Whether AWS's AI business sustains triple-digit growth beyond its $25 billion run rate source
- Trainium capacity delivery against the multi-gigawatt commitments from Anthropic and OpenAI source
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- 10-QQuarterly report2026-10-30documentfolder
- 8-KEarnings release · items 2.02,9.012026-10-29documentfolder
- 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
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 | $251.50 | 2026-10-05 |
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 |
News
AMZN in plain answers
The questions readers ask about Amazon, answered from the company's own filings and this site's research. Each answer names its source.
What does Amazon (AMZN) supply to AI?+
E-commerce, cloud computing (AWS), advertising, logistics and devices. AWS is the largest cloud provider; it rents GPU capacity, offers models through Bedrock, and designs custom AI chips.
How much does AI matter to Amazon's business?+
AI exposure is rated significant on this site: A large and growing share of revenue or spending is AI-related. 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. 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.
Company filing or releaseWhen is Amazon's next earnings date?+
Amazon has not announced its next earnings date. Its last earnings release was filed with the SEC on October 29, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead.
Last earnings release on EDGARAre Amazon insiders buying or selling AMZN stock?+
In the latest Form 4 filings for AMZN there are 3 open-market sales, 2 other transactions (grants, option exercises, tax withholding); the most recent was filed on October 5, 2026 by Herrington Douglas J. Every transaction links to the filing on SEC EDGAR below.
Most recent Form 4What should investors watch for AMZN?+
The £4.242 billion sterling notes sold September 14, 2026 in four tranches (5.200% due 2029 to 6.650% due 2045; 8-K item 8.01) as part of the funding for AWS capacity Q3 2026 guidance: net sales $197.0-$202.0 billion; operating income $22.5-$26.5 billion Whether AWS's AI business sustains triple-digit growth beyond its $25 billion run rate
SourceWhat are the main risks for Amazon?+
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 Amazon depends on a limited group of suppliers for semiconductor products, including those for AI infrastructure such as GPUs, creating vulnerability to supply disruptions AWS faces intense cloud competition from rivals with greater resources that may adopt more aggressive pricing or devote more resources to technology
Annual report, Item 1AWhich AI category is AMZN in?+
Amazon is listed under Hyperscalers & Cloud and Chips & Compute (primary: Hyperscalers & Cloud). AWS rents AI compute and builds its own Trainium and Inferentia chips.
Related companies in Hyperscalers & Cloud
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