AWS Achieves Record Growth Amid Amazon's Broader Earnings Struggles and AI Chip Developments

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

10/30/2026

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...

DIGITIMES

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

10/30/2026

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.

GeekWire

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

10/29/2026

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...

CNBC

Amazon AWS revenue grows 39%, leading to wider margin

10/29/2026

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

The Information

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

10/29/2026

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...