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Articles tagged Amazon.

AWS Grew 36.7% and Amazon Raised Capex to $220B. Memory Prices Did That.
Big Tech

AWS Grew 36.7% and Amazon Raised Capex to $220B. Memory Prices Did That.

Amazon posted $200.6 billion in Q2 revenue with AWS up 36.7% to a $169 billion run rate, then raised 2026 cash capex to about $220 billion, citing higher memory costs. Management said capacity will not meet all of this year's demand.

Sam Whitaker
Amazon's $11.6 Billion Globalstar Buy Is a Satellite-First AWS
Big Tech

Amazon's $11.6 Billion Globalstar Buy Is a Satellite-First AWS

Amazon is buying Globalstar at $90/share — $11.57B total. The strategic logic is not mobile SOS. It is the Kuiper-AWS integration that follows.

Sam Whitaker
Big Tech's Q1 Split the Magnificent Seven Down the Middle
Big Tech

Big Tech's Q1 Split the Magnificent Seven Down the Middle

Microsoft, Amazon, and Alphabet beat. Meta tumbled 8%. The dividing line was who is getting paid for the AI capex and who is still funding it.

Sam Whitaker