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The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
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Sign InAmazon's cloud division, AWS, reported exceptional Q1 results with revenue hitting $37.6 billion, marking a 28% year-over-year increase. This robust performance is underpinned by a massive surge in AI inference demand, pushing the total backlog to a record $364 billion. To sustain this growth, Amazon is planning a massive $200 billion capital expenditure (CapEx) deployment for 2026, targeting a significant expansion of its infrastructure. The company's proprietary silicon also saw intense interest, with customers reserving $225 billion in Trainium capacity as Trainium2 inventory completely sold out. Furthermore, the upcoming Trainium3 chips are already oversubscribed, providing long-term revenue visibility. Analysts view this unprecedented scale of investment as a clear signal of Amazon's commitment to dominating the AI-focused cloud infrastructure market.