Overview
- Net sales rose 13% year over year to $180.2 billion with GAAP EPS of $1.95, boosted by a $9.5 billion gain tied to the Anthropic investment.
- AWS revenue grew about 20% to $33 billion with roughly $11.4 billion in operating income, marking its fastest growth since 2022.
- AWS reported a $132 billion annualized run rate and a $200 billion backlog, while Trainium 2 revenue jumped about 150% quarter over quarter and capacity is fully subscribed.
- Amazon lifted 2025 capital spending guidance to roughly $125 billion to expand AI data centers and robotics, after adding 3.8 gigawatts of capacity over the past year.
- Amazon restored access after a brief U.S. outage that affected thousands of users, with Downdetector showing incidents quickly declining and only a small portion of AWS customers impacted.