Amazon AWS revenue grows 28% to $37.6 billion

Key Takeaways

• Amazon's AWS revenue grew 28% to $37.6 billion, its fastest pace in 15 quarters.
• Amazon's custom chips now run at a $20 billion annual revenue run rate.
• Amazon plans to spend $200 billion on capital expenditures in 2026, mostly on AWS and AI.
• Microsoft and Amazon are building huge amounts of AI infrastructure.
• NVIDIA's Vera Rubin AI data centers will cost up to $47 billion per 1GW installation.
• Companies must adopt crypto-agility and quantum-resistant foundations to protect their AI infrastructure.
• Microsoft has a strong track record of dividend growth, with a five-year annual dividend growth rate of 10.3%.
• NVIDIA has a more modest dividend history, but its dividend growth rate has been accelerating.
• Figma is focusing on AI innovation and security, with activist investor scrutiny around its AI innovation and oversight.
• Anthropic is partnering with Figma and other companies to advance AI development.

Amazon Stock: Top AI Pick for Long-Term Investors

Amazon's cloud arm, AWS, saw revenue grow 28% to $37.6 billion, its fastest pace in 15 quarters. AWS is Amazon's most profitable unit, driving 59% of its operating income. Amazon's custom chips now run at a $20 billion annual revenue run rate. The company plans to spend $200 billion on capital expenditures in 2026, mostly on AWS and AI. Analysts see Amazon as a top AI stock to buy and hold for the next decade.

Amazon: Top AI Stock for Long-Term Investors

Amazon's AWS cloud business grew 28% last quarter, its fastest pace in 15 quarters. Amazon's custom chips are now a business with a $20 billion-plus annual revenue run rate. The company plans to spend about $200 billion on capital expenditures in 2026, pressuring near-term free cash flow. Analysts see Amazon as a top AI stock to buy and hold for the next decade.

2 AI Stocks to Buy and Hold for 20 Years

Microsoft and Amazon are building huge amounts of AI infrastructure, making them great stocks to buy and hold for 20 years. Amazon's commerce business helps fund AWS' growth, while Microsoft's cloud computing business is seeing huge AI computing demand. Both companies have formed deep ties with pure-play AI companies.

Microsoft vs. Nvidia: AI Dividend Stock Showdown

Microsoft and NVIDIA are two of the largest players in the AI space. Microsoft has a strong track record of dividend growth, with a five-year annual dividend growth rate of 10.3%. NVIDIA has a more modest dividend history, but its dividend growth rate has been accelerating. Microsoft appears to be the better dividend stock for the long haul.

Microsoft vs. Nvidia: Which AI Giant Is Better for Dividends?

Microsoft has a strong track record of paying consistent dividends, with a current dividend yield of 1.04%. NVIDIA has a more limited history of paying dividends, but it has been increasing its dividend payout in recent years. The company has a current dividend yield of 0.47%. Microsoft is trading at a price-to-earnings ratio of 24.3, while NVIDIA is trading at a P/E ratio of 43.6.

NVIDIA Vera Rubin AI Data Centers: $47 Billion Per GW

NVIDIA's Vera Rubin AI data centers will cost up to $47 billion per 1GW installation. Each data center will hold up to 3,557 server racks, with each having a price tag of roughly $9.1M. These AI data centers will have an annual electric bill of $1.3 billion, and hardware depreciation is said to be 6x higher than the power bill.

Protecting AI Infrastructure from Quantum Decryption

Securing enterprise AI in 2026 isn't about stopping hackers, but protecting data from quantum decryption. AI infrastructure is vulnerable, with model weights, proprietary training sets, and real-time inference streams at risk. Companies must adopt crypto-agility and quantum-resistant foundations to protect their AI infrastructure.

Scammers Use AI to Make Fake Moving Companies

Scammers are using AI to make fake moving companies look more convincing, creating professional-looking websites and fake five-star reviews. Consumers can avoid moving scams by getting three written estimates, being wary of low prices, and making sure a mover has a physical address.

Cerebras vs. SpaceX: Which AI IPO Stock to Buy?

Cerebras and SpaceX are two AI stocks that recently IPOed, with different paths to long-term growth. Cerebras focuses on providing powerful processors for fast inference, while SpaceX designs and builds satellites, rockets, and data centers. Investors must consider the growth strategies and risks of each company.

MLCCs: Shenzhen's Newest Gold Rush

The AI frenzy is driving demand for MLCCs, causing prices to surge two- to fourfold since Chinese New Year. Huaqiangbei traders are racing to secure MLCC supplies, with high-capacitance MLCCs in high demand. The price hikes are hitting the spot market across the board.

IBM's AI Security Push

IBM is tying its infrastructure and software franchises to emerging needs in AI security, data orchestration, and large-scale operational modernization. The company's expanded AI security and automation offerings intersect with its existing investment narrative around hybrid cloud and software.

KeepTabz: AI-Powered Competitor Tracking

KeepTabz is a San Antonio startup using AI to track competitors' efforts and strategy. The company's tool collects publicly available data, organizes it, and sends it to clients via platforms like Slack or Discord. KeepTabz aims to help companies stay on top of their competitors' movements.

Figma's AI Strategy and Activist Scrutiny

Citi initiated bullish research coverage on Figma, emphasizing the company's AI-focused product roadmap and growing usage of AI credits. Activist investor Findell Capital is pressuring Figma to tighten governance and reassess its Anthropic partnership. The scrutiny is intensifying around Figma's AI innovation and oversight.

Sources

• 1 Top AI Stock to Buy and Hold for the Next Decade
• 1 Top AI Stock to Buy and Hold for the Next Decade
• 2 Magnificent Artificial Intelligence (AI) Stocks to Buy and Hold for the Next 20 Years
• Microsoft vs. Nvidia: Which AI Giant Is the Better Dividend Stock for the Long Haul?
• Microsoft vs. Nvidia: Which AI Giant Is the Better Dividend Stock for the Long Haul?
• Foxconn Pegs NVIDIA Vera Rubin AI Datacenter at $47 Billion Per Gigawatt, as Power Bills Hit $1.3B Yearly
• Can Your AI Infrastructure Withstand Quantum Decryption? Essential Strategies for 2026
• Scammers using AI to make fake moving companies look more convincing
• Cerebras vs. SpaceX: Which Is the Better AI IPO Stock to Buy and Hold for the Next 10 Years?
• Forget memory chips: MLCCs are Shenzhen’s newest gold rush
• Is IBM’s New AI Security Push Recasting Its Hybrid Cloud Narrative Or Just Refining It (IBM)?
• San Antonio startup KeepTabz is using AI to change how companies track competitors
• How AI Strategy And Activist Scrutiny At Figma (FIG) Has Changed Its Investment Story