Offshore
Photo
The Transcript
$AMZN CEO with the usual reminder on AWS growth
"As a reminder, it's very different having 24% Y/Y growth on a $142B annual run rate than to have a higher percentage growth on a meaningfully smaller base, which is the case with our competitors." https://t.co/8mN6kgdvpz
tweet
$AMZN CEO with the usual reminder on AWS growth
"As a reminder, it's very different having 24% Y/Y growth on a $142B annual run rate than to have a higher percentage growth on a meaningfully smaller base, which is the case with our competitors." https://t.co/8mN6kgdvpz
$AMZN CEO: "AWS growing 24% (our fastest growth in 13 quarters)..." https://t.co/HgFigEwVx8 tweet
Offshore
Photo
Wasteland Capital
$AMZN $200bn in capex (vs $141bn exp), A NEW WORLD RECORD! 😳 The rest pretty good. Revs accel to +14% (FX), US +10%, AWS +24% (vs +18% in Q3, nice!), Ads +22%. Great, but behind other Mag 7. Margin strong, noisy. EPS +5%. Guide in line. Kinda lacks wow factor. At 30x ‘26E P/E. https://t.co/Pno7az4wyK
tweet
$AMZN $200bn in capex (vs $141bn exp), A NEW WORLD RECORD! 😳 The rest pretty good. Revs accel to +14% (FX), US +10%, AWS +24% (vs +18% in Q3, nice!), Ads +22%. Great, but behind other Mag 7. Margin strong, noisy. EPS +5%. Guide in line. Kinda lacks wow factor. At 30x ‘26E P/E. https://t.co/Pno7az4wyK
tweet
The Transcript
$AMZN CEO: “We recently launched Trainium3, which is up to 40% more price performance than Trainium 2. We're seeing very strong demand for Trainium3 and expect nearly all of our Trainium3 supply of chips to be committed by mid 2026. And though we're still building Trainium4, we're seeing very strong interest already looking.”
tweet
$AMZN CEO: “We recently launched Trainium3, which is up to 40% more price performance than Trainium 2. We're seeing very strong demand for Trainium3 and expect nearly all of our Trainium3 supply of chips to be committed by mid 2026. And though we're still building Trainium4, we're seeing very strong interest already looking.”
tweet
The Transcript
$AMZN CEO: Amazon rapidly monetizing new AWS capacity
"We expect to invest about a $200B in capex across Amazon, but predominantly in AWS because we have very high demand. Customers really want AWS for core and AI workloads. And we're monetizing capacity as fast as we can install it. We have deep experience understanding demand signals in the AWS business and then turning that capacity into strong return on invested capital. We're confident this will be the case here as well."
tweet
$AMZN CEO: Amazon rapidly monetizing new AWS capacity
"We expect to invest about a $200B in capex across Amazon, but predominantly in AWS because we have very high demand. Customers really want AWS for core and AI workloads. And we're monetizing capacity as fast as we can install it. We have deep experience understanding demand signals in the AWS business and then turning that capacity into strong return on invested capital. We're confident this will be the case here as well."
tweet
The Transcript
RT @TheTranscript_: $AMZN AWS CEO on the viability of space-based data centers:
"There are not enough rockets to launch a million satellites yet, so we're, like, pretty far from that. If you think about the cost of getting a payload in space today, it's massive. It is just not economical."
tweet
RT @TheTranscript_: $AMZN AWS CEO on the viability of space-based data centers:
"There are not enough rockets to launch a million satellites yet, so we're, like, pretty far from that. If you think about the cost of getting a payload in space today, it's massive. It is just not economical."
tweet
Offshore
Photo
Brady Long
RT @bigaiguy: That’s the last time I set up Clawd Bot for an old person https://t.co/lj43RAQWJb
tweet
RT @bigaiguy: That’s the last time I set up Clawd Bot for an old person https://t.co/lj43RAQWJb
tweet
Offshore
Photo
The Transcript
$AMZN CFO on AWS's 24% growth in Q4 25:
"This growth was helped in part by the more than one gigawatt of capacity we added in Q4. In 2025, AWS added more data center capacity than any other company in the world"
tweet
$AMZN CFO on AWS's 24% growth in Q4 25:
"This growth was helped in part by the more than one gigawatt of capacity we added in Q4. In 2025, AWS added more data center capacity than any other company in the world"
$AMZN CEO: "AWS growing 24% (our fastest growth in 13 quarters)..." https://t.co/HgFigEwVx8 tweet
Offshore
Video
The Transcript
RT @pineconemacro: This airship cost 0.0000001% of capex
tweet
RT @pineconemacro: This airship cost 0.0000001% of capex
$AMZN reporting after hours today: https://t.co/AG90XQkPOZ tweet
Offshore
Photo
App Economy Insights
FY26 CapEx Estimates 🏗️
🟠 $AMZN ~$200B
🔴 $GOOG ~$180B
🔵 $META ~$125B
⚫️ $MSFT ~$99B (ending in June)
Over $600B... so far. https://t.co/fc2Yp39kmN
tweet
FY26 CapEx Estimates 🏗️
🟠 $AMZN ~$200B
🔴 $GOOG ~$180B
🔵 $META ~$125B
⚫️ $MSFT ~$99B (ending in June)
Over $600B... so far. https://t.co/fc2Yp39kmN
tweet