Amazon cloud unit beats on revenue and profit as parent company ramps up AI spending

Amazon Web Services generated $35.58 billion in revenue, according to a statement. Analysts polled by StreetAccount had expected $34.93 billion. AWS represented about 17% of Amazon's total revenue for the quarter.

Think AWS Is Losing To Azure and Google Cloud? You Need To Hear This Quote From Amazon CEO Andy Jassy

Amazon is still the cloud computing leader.

AWS revenue continues to soar as cloud demand remains high

AWS recorded its best quarter, in terms of revenue growth, in 13 quarters in Q4 2025 as AI drives AWS adoption.

Daniel Newman backs Amazon as UBS forecasts AWS growth doubling to 38% in 2026: 'One of our best ideas,' says Futurum CEO

On Sunday, Amazon.com, Inc. AMZN drew a bullish call from Futurum Group CEO Daniel Newman, who said the stock is one of their "best ideas" for 2026, echoing a UBS forecast. Newman, UBS Align On Amazon's 2026 Upside Newman said on X that Amazon is "one of our best ideas for '26,

NTT DATA And AWS Expand Strategic Partnership To Scale Enterprise Agentic AI Adoption

NTT Data's expanded partnership will focus on enterprise agentic AI deployment at scale, leveraging AWS cloud technologies.
InfoQ

AWS Launches European Sovereign Cloud amid Questions about U.S. Legal Jurisdiction

AWS has launched its European Sovereign Cloud with a €7.8 billion investment, designed to meet EU regulatory demands and address data privacy concerns amid geopolitical tensions. Despite its operational separation from global regions,

Amazon Q4 Earnings Preview: AWS margins, AI capex in focus

AWS posted a 34.6% margin last quarter, with segment revenue up 20% Y/Y to $33B. Bloomberg consensus forecasts Q4 AWS revenue of $34.8B, with margins of about 34.43%.

Amazon CEO Andy Jassy defends $200B spending plan: ‘This isn’t some sort of quixotic top-line grab’

Amazon's cloud unit posted its fastest growth in more than three years, but the company's plan to spend $200 billion on infrastructure in 2026 sent shares tumbling 10% after hours.

‘We've only scratched the surface on what we can do’: how the NFL and AWS are working together to make the sport safer than ever

With Super Bowl LX on the horizon, we speak to the NFL on how tech is making the sport safer for players everywhere.
The Manila Times

Sovereign‑ready cloud and AI innovation set to scale for European enterprises with Capgemini solutions on the AWS Sovereign Cloud

E-mail: [email protected] Sovereign‑ready cloud and AI innovation set to scale for European enterprises with Capgemini solutions on the AWS Sovereign Cloud Paris, February 09, 2026 - Capgemini announced that its sovereign-ready cloud and AI solutions are available on the AWS European Sovereign Cloud,

AWS Launches Generative AI Essentials Course on Coursera and edX

AWS has launched Generative AI Essentials, a new training course focused on helping developers work with generative AI in practical, production-oriented ways. The course is available on Coursera and edX.

Stock Market Today, Feb. 5: Amazon Shares Drop on Tech Sell-Off Ahead of Earnings and AWS Growth Outlook

Today’s sell-off continued after hours, when Amazon reported mixed results. Earnings slightly disappointed, but revenue of $213.4 billion exceeded expectations. AWS cloud service revenue rose 24% year over year, beating estimates.