Back BackAmazonAMZN
Compute6/day by emailPrimary
Amazon Web Services, the cloud unit that rents out computing power for AI, grew segment sales 39% year-over-year to $46.0 billion in the third quarter of 2026
Verified 2026-11-02
Track with InsiderWhy it matters
Faster growth at Amazon's cloud unit shows AI demand is turning into rented computing revenue and profit, not just spending, which supports the case for the heavy data centre build-out.
- Price
- $244.66
- 30D
- -2.34%
- AI share of revenue
- Not disclosed
PRICES 15-MIN DELAYED · EODHD
Amazon’s exposure cardWhat share of the business the AI build-out actually isThe screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
More on Compute
- Epoch AI tracks how much AI compute a dollar buys, measured in constant 2025 dollars across the chips companies actually purchased each quarter. Since 2023, AI chip price-performance has grown 49% a year, doubling every 1.7 years
- Applied Digital had signed long-term hyperscaler leases for 1,410 megawatts of AI data-centre capacity across five campuses as of May 31, 2026, worth approximately $36 billion in contracted revenue over the initial 15-year lease terms 1.41 gigawatts of AI data-centre capacity leased for $36 billion
- Cerebras Systems, the wafer-scale AI chip maker whose cloud inference revenue nearly quadrupled year-over-year, disclosed in its second-quarter 2026 earnings release that it now has 600 MW of data center capacity under contract
FREE · NO CARD
Facts like this, six days a week
The Daily Receipts on weekdays, The Weekly Brief on Saturday — six sourced facts a day by email, two more than the free site shows. Every one traced to the filing it came from. Free.
Get the free daily briefFree · No card · Unsubscribe anytime
Join now and you start with 100 Receipts on The Receipts Ledger — your first step toward a free year of Insider or Pro. How it works →
See today's issue →