AMZN · 8-K · 20260730PR000024
AWS Growth and AI Commitments
AMAZON COM INC · 2026-07-30 · Importance 84 · Surprise 74 · In source text
AWS net sales increased 37% year over year to $42.2 billion, producing a $169 billion annualized revenue run rate. AWS’s AI business exceeded a $25 billion annualized revenue run rate and grew at triple-digit percentages year over year. Anthropic and OpenAI made multi-year, multi-gigawatt Trainium commitments, while AWS reported additional Trainium commitments from startups and companies including Uber and Pinterest. AWS released Graviton5 generally, reported up to 25% better compute performance than Graviton4, and said revenue commitments for Graviton increased nearly three times quarter over quarter.
Key facts
- Amazon exceeded a $25 billion annual revenue run rate for AWS’s AI business, growing triple-digit percentages year-over-year. source
- AWS net sales increased 37%—its fastest growth in 18 quarters—to a $169 billion annualized revenue run rate. source
- AWS is booming, growing 36.7% year-over-year in Q2—our fastest growth in 18 quarters—and our AI and Chips businesses each eclipsed run rates of more than $25 billion. source
- Amazon added 10+ fully managed foundation models to Amazon Bedrock, including OpenAI’s GPT-5.6, Anthropic’s Claude Opus 5, Google DeepMind’s Gemma 4, and SpaceXAI’s Grok 4.3. source
- Hundreds of thousands of customers now use Bedrock, and customers spent more in Q2 than all prior quarters combined. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | — | Amazon exceeded a $25 billion annual revenue run rate for AWS’s AI business, growing triple-digit percentages year-over-year. |
| revenue | positive | realized | — | AWS net sales increased 37%—its fastest growth in 18 quarters—to a $169 billion annualized revenue run rate. |