亚马逊公司公布云端运算业务收入加速增长，AWS第二季度营收跃升37%至422亿美元，创下自2021年第四季以来最快增速，连续第五个季度实现销售增长，超越分析师预估的406亿美元。这一亮眼表现推动亚马逊股价单日飙涨15%至271.58美元，创下自2012年4月以来最大单日涨幅，大幅缓解了投资者对巨额AI支出能否获得回报的担忧。

亚马逊将2026年资本支出预测从此前的2000亿美元上调至2200亿美元，执行长安迪·贾西表示大部分支出将投向人工智慧领域。该季度公司在物业和设备上的支出超过530亿美元，导致过去十二个月的自由现金流转为负值，录得76亿美元的资金流出。不过贾西指出，目前正从零开始建设数据中心，这些设施可使用30年，未来的现代化更新投资将会减少。

亚马逊第二季度总营收增长20%至2006亿美元，超过分析师预估的1970亿美元。公司的AI和晶片业务均达到250亿美元年化营收的新里程碑，年增率均为三位数。电商业务方面，线上销售增长15%至704亿美元。此外，公司在本季度获得了6亿美元的关税退款，财务长表示部分资金将返还给消费者。

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.