# Amazon's AWS Posts Fastest Growth in Five Years as AI and Chip Demand Surge

*2026-08-01 06:01 UTC · Business · 1 min read*

> AWS revenue grew 37% year-over-year in Q2 2026, its fastest pace since 2021, driven by surging AI and chip demand.

Amazon's cloud unit AWS grew 37% year-over-year in the second quarter of 2026, its fastest pace since 2021, as demand for AI infrastructure and custom chips accelerated. AWS revenue hit $42.2 billion, pushing its annualized run rate to $169 billion, while operating income nearly doubled to $16.6 billion.

Amazon's total revenue crossed $200.6 billion for the quarter, up 20% year-over-year, with operating income rising 43% to $27.5 billion. CEO Andy Jassy said AWS's AI and chips businesses each now exceed $25 billion in annualized revenue, growing at triple-digit rates. Net income reached $62.6 billion, boosted by a $53.4 billion non-operating gain tied to Amazon's investment in Anthropic.

The results sent Amazon shares soaring as much as 15% in after-hours trading, the stock's biggest jump since 2012, even as capital spending climbed 64% to $169 billion and free cash flow turned negative.

## Sources

- [finance.yahoo.com](https://finance.yahoo.com/markets/stocks/articles/amazon-q2-2026-earnings-aws-204411872.html)
- [fool.com](https://www.fool.com/investing/2026/07/31/aws-achieves-fastest-growth-in-18-quarters-and-that-may-not-even-be-the-best-part-of-amazons-latest-earnings-report/)

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TechTools News · https://techtools.cz/tools/news/article/2110-amazon-s-aws-posts-fastest-growth-in-five-years-as-ai-and-chip-demand-surge
Česká verze: https://techtools.cz/tools/news/clanek/2183-aws-od-amazonu-roste-nejrychleji-za-pet-let-diky-poptavce-po-ai-a-cipech