Technology30 Jul 2026SEO 881 min read

Analysis: Investors love AI, as long as you’re a cloud host

Amazon reported better-than-expected second-quarter earnings on Thursday, and investors loved what they saw. Net sales rose 20%, and cloud revenue stood out as…

Amazon reported better-than-expected second-quarter earnings on Thursday, and investors loved what they saw. Net sales rose 20%, and cloud revenue stood out as a particular bright spot. This combination of positive results was enough to send Amazon’s stock up nearly 10% in after-hours trading. Crucially, Amazon isn’t slowing down on data center spending, despite the conventional wisdom that investors want companies to rein it in. One line item, in particular, illustrates Amazon’s ap…

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