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Source document· April 9, 2026

Amazon Gains 5% on Shareholder Letter, Globalstar Deal, $15 Billion AWS AI Revenue

View original at finance.yahoo.com

Amazon Gains 5% on Shareholder Letter, Globalstar Deal, $15 Billion AWS AI Revenue Quick Read Amazon (AMZN) stock spiked on Thursday, fueled by CEO Jassy’s shareholder letter revealing $15B in AWS AI annualized revenue and a $200B 2026 capex commitment for AI infrastructure…

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This moment is a 'once-in-a-lifetime inflection' with projected substantial future revenue and free cash flow expansion
60% confidence
AWS AI services now carry over $15 billion in annualized revenue
60% confidence
Amazon plans approximately $200 billion in capital expenditures for 2026, primarily directed at AI infrastructure
60% confidence
Amazon's internal chip business exceeds $20 billion in value
60% confidence
Dismissed concerns about an AI bubble
60% confidence
Custom silicon like Trainium and Graviton growing at triple-digit percentages year over year
60% confidence

Data points we hold from this source

Amazon Web Services · ai services annualized revenue

15 USD