Financial evidence, stock performance and the questions that connect this company to the physical AI buildout.
Total annual company revenue · year ended 2025-12-31. This is company-wide revenue.
Annual financial evidence ↗ · Compare the revenue rankingAmazon reported second-quarter 2026 net sales of $200.6 billion, up 20%. AWS sales were $42.2 billion, up 37%, with operating income of $16.6 billion. AWS includes workloads beyond AI.
Read the primary announcement ↗Selected dated update; this editorial snapshot does not refresh automatically.
No comparable annual AI-only revenue figure is separately sourced for this company in our current edition. Company revenue, segment revenue, spending and order commitments should not be used as substitutes.
Can AWS convert infrastructure investment into recurring usage and cash flow? Separate cloud operating performance from retail results, and distinguish commitments to capacity from revenue already earned.
These are research questions, not a valuation conclusion or a recommendation to buy or sell.
These profiles mention the company. A mention does not establish a supplier contract or project-specific revenue.
These profiles contain a named role or connection. A relationship does not establish booked revenue, ownership of every project layer or an attractive valuation. Site-attributable financial materiality remains a separate diligence question.
AWS Falls Township / Keystone Trade Center → · Reviewed October 7, 2026. Pennsylvania-wide spending cannot be allocated to this campus.
SK–AWS Ulsan AI Zone — AWS AI Zone/cloud services partner.
Groundbreaking and subsequent operator construction disclosures; 41 MW/103 MW remain future phase targets.
Scoped project updates; the financial snapshot above retains its original date.
Talen reports revised AWS PPA transition in April 2026; regional supply ramp and campus load remain distinct
FJ Intelligence · project evidence →
August 2026 air permits issued; temporary bridge-power conditions disclosed; grid acceptance and commissioning unverified
FJ Intelligence · project evidence →
No project-specific Amazon revenue, utility profit or operating IT load is inferred.
AWS sponsor through Servicios Amazon Data Services Chile SpA, named project holder. The wider Chile AI/cloud plan does not establish site-specific AI hardware, capacity, customers or earnings.
Our analysis: the judgment reduces one environmental-permitting uncertainty. The investment question is conversion into accepted, utilized computing; the country program and project estimate do not establish paid campus capex or returns.
Each connection below has a specific, cited role. A supplier, lender, customer or proposed acquirer has different economics from the project owner.
Amazon/AWS is the named campus cloud investor/operator; NorthPoint is developer at Keystone. PECO coordination does not establish accepted campus computing load.
The documented role does not establish contract value, project-level earnings, accepted operating load or a share of company revenue.
fallstwp.com ↗ · levittownnow.com ↗ · www.aboutamazon.com ↗ · www.pa.gov ↗
AWS sponsor through Servicios Amazon Data Services Chile SpA, named project holder. The wider Chile AI/cloud plan does not establish site-specific AI hardware, capacity, customers or earnings.
The documented role does not establish contract value, project-level earnings, accepted operating load or a share of company revenue.
aws.amazon.com ↗ · correodelsur.com ↗ · tribunalambiental.cl ↗
AWS is the Louisa two-campus program sponsor. Historical IAD550 comparison record identifies Amazon Data Services; no new parcel/legal equivalence to Lake Anna inferred.
The documented role does not establish contract value, project-level earnings, accepted operating load or a share of company revenue.
Amazon/AWS is sponsor and cloud operator for the Madison County program; Canton operating statement and Ridgeland construction must remain separate.
The documented role does not establish contract value, project-level earnings, accepted operating load or a share of company revenue.
madisonmegasite.com ↗ · mississippitoday.org ↗ · www.aboutamazon.com ↗
Amazon/AWS operates the Mexico (Central) cloud region; region-level role only, no parcel ownership or site earnings inferred.
The documented role does not establish contract value, project-level earnings, accepted operating load or a share of company revenue.
Amazon/AWS is the announced St.Joseph County campus investor and Rainier operator; Anthropic use is Rainier-wide and not allocated to Indiana.
The documented role does not establish contract value, project-level earnings, accepted operating load or a share of company revenue.
iedc.in.gov ↗ · www.aboutamazon.com ↗ · www.aboutamazon.com ↗ · www.reuters.com ↗
Amazon/AWS is the announced cloud participant/investor; STACK is named developer/owner of the three campuses. No AWS freehold ownership or STACK revenue amount inferred.
The documented role does not establish contract value, project-level earnings, accepted operating load or a share of company revenue.
bossierparishla.gov ↗ · lailluminator.com ↗ · www.aboutamazon.com ↗
Announced Richmond campus sponsor
The documented role does not establish contract value, project-level earnings, accepted operating load or a share of company revenue.
Amazon/AWS is the announced investor and intended cloud operator for the Warren County/Vicksburg campus. Sponsor identity is supported by Amazon, the state announcement and original local reporting. No current operating acceptance or site earnings established.
The documented role does not establish contract value, project-level earnings, accepted operating load or a share of company revenue.
governorreeves.ms.gov ↗ · mississippitoday.org ↗ · www.aboutamazon.com ↗
AWS cloud/AI-zone partner in 15-year arrangement
The documented role does not establish contract value, project-level earnings, accepted operating load or a share of company revenue.