Investors want to see that the cloud giants are justifying their massive capex. Google just did that.

AWS is the profit engine and the AI compute demand is still outstripping supply. Revenue +37% and the fastest growth in 18 quarters, plus contract backlog up to $496B, confirm durable enterprise AI workload migration.

Amazon’s cloud business, Amazon Web Services, or AWS, reported revenue of $23.06 billion in the third quarter. This marked a 12.28% year-over-year gain and a 4.15% quarter-over-quarter increase. Analysts, on average, had penciled in a number of $23.2 ...

The two hyperscalers have a lot in common as investments.

Amazon.com, Inc. Q2 ’26 beat shows AWS driving margins and AI-led cloud growth; higher 2026 CapEx signals big investment. Click for this AMZN earnings update.

BofA’s Justin Post sees AWS growing 19%-20% in Q4 as Azure faces go-to-market challenges. Post maintains a Buy on Amazon, citing strong AI-driven cloud demand and an attractive risk-reward setup. The next correction is closer than you think. Find out how ...

Amazon invented cloud computing, or infrastructure-as-a-service (IaaS), as a business more than 20 years ago, and it has been the leader ever since, but the recent gains from Alphabet and Microsoft underscore the larger narrative in AI that Amazon has ...