DafinchiExcluding the impact of Prime Day… third quarter 2026 year-over-year growth would have been nearly 400 basis points higher.
AMZN2026 Q2Technology
1mo
Amazon.com, Inc. 2026 Q2: AWS AI and core growth linkage via inference near-data CPU workloads
AWS AI and core growth linkage via inference near-data CPU workloads
- Management said AWS revenue growth was driven by both core and AI services, with growth in one pulling the other.
- Jassy explained post-training reinforcement learning and agent tool use are mostly done on CPUs versus AI accelerators, benefiting AWS core consumption.
- He stated inference workloads increasingly reside in AWS near customer applications and data, which supports continued migrations and scaling.
- Graviton competitiveness was cited as a key advantage, offering up to 30%–40% better price performance versus other options.
- Management indicated the AI-to-core relationship should strengthen as more AI workloads move into full-scale production.