亞馬遜公司公佈雲端運算業務收入加速增長，AWS第二季度營收躍升37%至422億美元，創下自2021年第四季以來最快增速，連續第五個季度實現銷售增長，超越分析師預估的406億美元。這一亮眼表現推動亞馬遜股價單日飆漲15%至271.58美元，創下自2012年4月以來最大單日漲幅，大幅緩解了投資者對巨額AI支出能否獲得回報的擔憂。

亞馬遜將2026年資本支出預測從此前的2000億美元上調至2200億美元，執行長安迪·賈西表示大部分支出將投向人工智慧領域。該季度公司在物業和設備上的支出超過530億美元，導致過去十二個月的自由現金流轉為負值，錄得76億美元的資金流出。不過賈西指出，目前正從零開始建設數據中心，這些設施可使用30年，未來的現代化更新投資將會減少。

亞馬遜第二季度總營收增長20%至2006億美元，超過分析師預估的1970億美元。公司的AI和晶片業務均達到250億美元年化營收的新里程碑，年增率均為三位數。電商業務方面，線上銷售增長15%至704億美元。此外，公司在本季度獲得了6億美元的關稅退款，財務長表示部分資金將返還給消費者。

Amazon reported accelerating cloud-computing revenue in Q2, with AWS sales jumping 37% to $42.2 billion, marking the fastest growth since Q4 2021 and the fifth consecutive period of rising sales, beating analysts' average forecast of $40.6 billion. The strong results sent Amazon shares surging 15% to $271.58, the biggest single-day gain since April 2012, alleviating investor concerns about the return on massive AI-related expenditures.

The company raised its 2026 capital expenditure projection to $220 billion from a previous estimate of $200 billion, with CEO Andy Jassy stating that most spending would go toward AI. Amazon spent over $53 billion on property and equipment in the quarter, pushing trailing twelve-month free cash flow negative at $7.6 billion. However, Jassy noted that investments would moderate over time as current data center builds will last 30 years, while internal equipment updates will only be needed every five to six years.

Amazon's total Q2 revenue grew 20% to $200.6 billion, surpassing the analyst consensus of $197 billion. Both the AI and chips businesses reached new milestones of $25 billion annual run rates with triple-digit year-over-year growth. Online sales rose 15% to $70.4 billion, and the company reported receiving $600 million in tariff refunds during the quarter, with CFO Brian Olsavsky indicating some funds would be returned to consumers.