AWS Holds the Scale Crown, Azure Leads the Velocity Charge

AWS and Azure both posted record quarters, but the two cloud giants are winning in completely different ways, and only one of them is actually funding its AI buildout from its own cash.

Yahoo Finance·9h ago

AWS Weekly Roundup: Amazon Polly Generative engine, TorchNeuron for Trainium, and more (October 26, 2026)

Amazon Web Services (AWS)·3d ago

AMZN Q3 Earnings Call Highlights AWS Growth and AI Spending

Amazon targets AWS growth above 40% in both 2027 and 2028, backed by surging AI demand, massive infrastructure spending and improving cloud economics.

Yahoo Finance·3d ago

Amazon AWS posts 39% revenue growth as cloud rivals also accelerate

Amazon remains the top cloud by revenue, but growth has also sped up at rivals Alphabet and Microsoft. On Wednesday Alphabet said the Google Cloud business, which contains infrastructure and Google...

CNBC·3d ago

Amazon outlines AWS growing north of 40% in 2027 and 2028, as it targets $1T revenue in 5 to 10 years

CEO forward commentary centered on AWS growth and scale: "We believe that AWS can grow north of 40% in each of 2027 and in 2028, and be a $1 trillion revenue business in the next 5 to 10 years." ...

Seeking Alpha·4d ago

Astera Labs Earnings Preview: Can AWS's Trainium Boom Fuel Another Blowout?

Moomoo·11h ago

Amazon's AWS just gave investors a big growth signal — and Gene Munster thinks it's only the beginning

Munster outlined that Amazon’s AI infrastructure opportunity may be only getting started, pointing to Amazon’s management breaking pattern as far as the guidance for its AWS business is concerned.

Asianet Newsable on MSN·2d ago

Amazon Will Sell Its Trainium Chips Outside AWS in Late 2027. Here’s Where the Stock Could Go by 2030

Yahoo Finance·3d ago

Amazon: AWS Above 40% Through 2028

Amazon.com, Inc. looks like a Strong Buy as AWS growth accelerates and margins improve. Click for a look at AMZN and its recent Q3 earnings.

Seeking Alpha·3d ago

Amazon projects doubling AWS capacity by 2027 as Trainium drives 150% quarterly revenue growth

CEO Andrew Jassy reported strong growth across Amazon's business for the quarter, citing $180.2 billion in revenue, a 12% year-over-year increase excluding foreign exchange rates. Operating income ...

MSN·3d ago

Amazon's most advanced chip helps power the AI behind Prime 360—here's how

About Amazon·4d ago

Throwback to Amazon's reported Trainium sales plan could challenge Nvidia

Rick Orford looks back at Amazon's Trainium and Inferentia chips inside AWS and the reported plan to sell custom AI chips to outside companies. He explains how the strategy could affect Nvidia, AWS...

Rick Orford - Trading Stocks and Options For All on MSN·1d ago

Amazon: AWS Goes Beast Mode (Earnings Analysis)

Amazon.com, Inc. looks undervalued as AWS growth re-accelerates and profits surge. I rate AMZN stock as Buy. Click to read my full earnings update.

Seeking Alpha·2d ago

AWS growth hits five-year high

AWS revenue grew 39%, its fastest pace since 2021, as cloud demand accelerated. Amazon expects further growth and plans to sell Trainium chips beyond AWS.

Dailymotion on MSN·3d ago

Amazon sees AWS becoming a $1T business amid once-in-a-lifetime AI opportunity

Amazon (AMZN) highlighted on its earnings conference call that it expects AWS to top 40% in both 2027 and 2028 and annual revenue to reach $1T within five to ten years. It was noted that inference ...

Seeking Alpha on MSN·3d ago

Amazon says Trainium cuts NBA highlight AI processing time by over 40%

PPC Land·4d ago

Highlights from Amazon's third quarter

About Amazon·5d ago