Amazon Posts $717B in Revenue as AI Boom Fuels Record AWS Growth and $200B Spending Spree

Amazon surges to $717 billion in revenue with AWS AI income exceeding $15 billion annually, as the tech giant unleashes a $200 billion spending spree on AI infrastructure, robotics, drone delivery, and satellite broadband, cementing its dominance across cloud, grocery, and logistics.

• Amazon reports strong 2025 financial results with revenue growing 12% year-over-year to $717 billion, operating income rising 17% to $80 billion, though free cash flow drops to $11 billion due to a $50.7 billion increase in capital expenditures driven by massive AI infrastructure investments.
• AWS is experiencing explosive AI-driven growth with an AI revenue run rate exceeding $15 billion in Q1 2026, custom AI chips Trainium seeing surging demand with a chips business run rate surpassing $20 billion annually, and approximately $200 billion in planned 2026 capex backed by substantial customer commitments including a major deal with OpenAI.
• Amazon is aggressively expanding across multiple frontiers simultaneously, including robotics-powered fulfillment with over one million warehouse robots, same-day and drone delivery scaling to 30 million customers, a $4 billion rural delivery network expansion, the upcoming launch of broadband satellite service Amazon Leo, and grocery sales surpassing $150 billion making it the second-largest U.S. grocer.