Amazon just printed the AI buildout in its purest form. AWS: +39% to $46.0B — … · @Eyescool · TwKit

@Eyescool

Amazon just printed the AI buildout in its purest form. AWS: +39% to $46.0B — its fastest growth in nearly five years. Operating income: $28.1B, up 61%, a record 13.9% margin. The business has never been more profitable. And: $77.3B spent on property and equipment in one quarter, more than double a year ago. Trailing free cash flow: -$42.4B, versus +$14.8B a year earlier. 2026 capex held at ~$220B — and management says 2027 will be "meaningfully more." The stock is down ~7% premarket. Demand is not the question anymore. AWS accelerating into this spend answers it. The question the market is asking now is simpler: who funds the gap, and for how long? Same split as Microsoft and Alphabet. The buildout is real. So is the bill. $AMZN #AIInfrastructure #DataCenters

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