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Amazon's AWS Sees Record Growth Amid Mixed Q3 Earnings and AI Chip Strategy

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Amazon's AWS Sees Record Growth Amid Mixed Q3 Earnings and AI Chip Strategy

Amazon 3Q26 earnings call: TSMC capacity behind AWS's choice to start selling its own AI chips

DIGITIMES

Amazon 3Q26 earnings call: TSMC capacity behind AWS's choice to start selling its own AI chips

Amazon Web Services (AWS) saw its revenue grow 39.3% year-over-year in the third quarter of 2026. That was the cloud unit's fastest pace in nearly five years and its sixth straight quarter of...

Amazon 3Q26 earnings call: AWS targets 40%-plus growth through 2028 as satellite costs weigh on near-term profit

DIGITIMES

Amazon 3Q26 earnings call: AWS targets 40%-plus growth through 2028 as satellite costs weigh on near-term profit

Amazon expects its cloud unit to keep growing faster than 40% a year through 2028, even as costs from its satellite internet project hold back fourth-quarter profit.

AWS growth hits 39%, its fastest in nearly five years, as Amazon misses on earnings

GeekWire

AWS growth hits 39%, its fastest in nearly five years, as Amazon misses on earnings

Amazon Web Services revenue grew 39% to $46 billion in the third quarter, its fastest pace in nearly five years, and CEO Andy Jassy said he expects AWS to top 40% growth in 2027 and 2028. Amazon's...

Amazon to report Q3 earnings after the bell with AI spend under scrutiny

CNBC

Amazon to report Q3 earnings after the bell with AI spend under scrutiny

Amazon Web Services sales are projected to grow 38%, marking a fifth consecutive quarter of revenue expansion.

Amazon Q3 Operating Income Climbs 61% as AWS Sales Jump 39%

Unite.AI

Amazon Q3 Operating Income Climbs 61% as AWS Sales Jump 39%

Amazon.com on October 29, 2026 announced financial results for its third quarter ended September 30, 2026, reporting net sales of $201.9 billion, up 12% from $180.2 billion in the third quarter of...

Amazon AWS revenue grows 39%, leading to wider margin

CNBC

Amazon AWS revenue grows 39%, leading to wider margin

Amazon's cloud signed deals with Meta and OpenAI during the quarter, helping revenue to exceed consensus.

Amazon Web Services Accelerates as Ecommerce Store Slows on Prime Day Change

The Information

Amazon Web Services Accelerates as Ecommerce Store Slows on Prime Day Change

Amazon Web Services revenue continued to accelerate in the third quarter, growing 39% to $46 billion, compared to a 37% growth rate in the second quarter. But the rest of Amazon’s business...

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