Amazon's Anthropic Stake Nears $400 Billion at IPO Valuation
Amazon's $190 billion carrying value in Anthropic could be worth nearly $400 billion if the AI startup lists at the $2 trillion valuation Wall Street
AWS
Every Fin-node story mentioning AWS — 21 stories, newest first.
AWS · 21 stories
Amazon AWS path to 2030 valuation
A new projection puts Amazon shares at $600 by the end of the decade, implying a $10,000 investment today would multiply several times over. The forec
AWS and the trillion-dollar revenue question
Andy Jassy has moved the goalposts. The Amazon chief executive told analysts last week that Amazon Web Services could eventually surpass $1 trillion i
Amazon Custom Chip Business Hits $25 Billion Run Rate
Amazon's custom silicon operation has reached a $25 billion annual run rate, a threshold that signals the cloud giant's homegrown processors are gaini
Bezos offloads Amazon shares as AWS backlog swells
The founder filed plans to unload as much as $4 billion of stock while the cloud unit he built sits on a half-trillion-dollar revenue backlog and burn
Amazon joins three trillion dollar club on cloud beat
Amazon shares jumped more than 4% on Monday, pushing the company's market capitalization past $3 trillion after it delivered its strongest cloud growt
Amazon Lifts CapEx to $220 Billion as Cloud Growth Hits 43%
Amazon raised its 2026 capital expenditure target to $220 billion from $200 billion Thursday, pointing the bulk of the increase at AI infrastructure a
Amazon AWS growth crushes estimates as capex hits $220 billion
Amazon posted second-quarter results that exceeded every analyst estimate, sending shares up 15.32% the following session. The beat was driven by Amaz
Amazon Shares Jump After Cloud Revenue Outpaces Capex Concerns
Amazon shares rose nearly 10 percent in after-hours trading Thursday after the company reported second-quarter net sales growth of 20 percent and clou
Amazon’s advertising segment hit $19.8 billion in the second quarter
up 26 percent from a year earlier and ahead of consensus, as live sports inventory on Prime Video continues to convert at prices that make the broadca
Microsoft Amazon earnings confirm AI capacity crunch
Microsoft and Amazon just proved the artificial intelligence boom has flipped from a demand story into a supply crisis, and the market loved it. Both
Amazon shares surge on AI-driven earnings beat
Amazon delivered a second quarter that made the skeptics look a little silly. Revenue climbed 20 percent year on year to $200.6 billion. Operating inc
Amazon Cloud Surge Validates AI Spending Spree
Amazon's cloud business just posted its fastest growth in more than four years, a 37 percent jump in second-quarter revenue that sent the stock up eno
Amazon deploys AI agents as quarterly sales cross $200 billion
Amazon has moved its agentic artificial intelligence from concept to production, CEO Andy Jassy signaled on the company's first-quarter earnings call,
Amazon Completes Fifty Billion Dollar OpenAI Bet
Amazon has finished writing the checks. The company disclosed in a Friday SEC filing that it has deployed the full $50 billion it pledged to OpenAI in
Amazon’s e-commerce engine roars back as AWS hits 37% growth
Amazon shares surged 13% Friday after the company posted its strongest quarterly growth in five years, with revenue climbing 20% to $200.6 billion and
Amazon Capex Hits 220 Billion as AWS Growth Accelerates
Amazon shares jumped more than 9 percent in after-hours trading Thursday after the company delivered a quarter that made the bull case look almost too
Amazon Lifts Capex to $220 Billion as AI Demand Outruns Supply
Amazon raised its 2026 capital expenditure target to $220 billion on Thursday, a $20 billion increase driven by soaring memory costs, even as second-q
Amazon's Forty Four Billion Quarter Versus Shopify's Five Million
Amazon and Shopify both beat Q1 revenue estimates, but the real story is the widest capex gap in modern commerce. Amazon poured $44.2 billion into inf
Amazon's $25 Billion Bond Bet on AI Infrastructure
Amazon just sold $25 billion of bonds to fund a data center build-out that CEO Andy Jassy has priced at $200 billion for this year alone, a debt issua
Amazon chip commitments top $225 billion as AWS silicon scales
Amazon chief executive Andy Jassy put a striking figure on the company’s in-house silicon effort during the first-quarter earnings call in April, sayi