·8 min read
Amazon AWS Q1 2026: 28% Growth, $37.6B Revenue, and the AI Infrastructure Thesis
AWS Q1 2026 revenue hit $37.59B, up 28% YoY — fastest growth in 15 quarters. Here's why I'm holding AMZN and what the capex bet actually means.
·8 min readAmazon AWS Q1 2026: 28% Growth, $37.6B Revenue, and the AI Infrastructure Thesis
AWS posted $37.6B in Q1 2026 — its fastest growth in 15 quarters — as Amazon bets $44B in CapEx on AI supremacy. Here's why I hold AMZN.
·8 minAmazon Q1 2026: AWS Breaks $26B as Cloud Becomes Profit Equal to Retail
AWS surpassed $26 billion in quarterly revenue with 20% YoY growth, while advertising accelerated to 30% growth. Analysts dissect what Amazon's cloud-first.
·5 minAWS Accelerates, CapEx Hits $200B+ Territory — Here's My Read on the Trade
Amazon Q1 2026: $187.8B revenue, $18.4B operating income, AWS +17% YoY, and $105B CapEx — the largest in corporate history. My read on why it's bullish.