亚马逊公布截至2026年6月30日的二季度财报，呈现出强劲的增长势头。[1]公司净销售额达2006亿美元，同比增长20%，超过预期的1964.7亿美元；净利润626亿美元，同比增长244%。[1]其中AWS云服务业务表现最为亮眼，收入422亿美元，同比增长37%，创造了18个季度以来的新高。[1]AWS营业利润166亿美元，同比增长63%，运营利润率达39.3%。[1]
AWS的强劲增长背后反映了AI基础设施的巨大需求。[1]公司AI业务年化收入超过250亿美元，同比增长三位数百分比，占AWS年化收入的约15%。[1]Amazon Bedrock在过去六个月新增的客户数超过了推出后前两年的总和。[1]自研芯片业务同样表现出色，年化收入也达到250亿美元，同比增长三位数百分比。[1]其中Trainium芯片已获得OpenAI和Anthropic的多年、多吉瓦时的承诺。[1]此外，98%的顶级EC2客户正在使用Graviton芯片，相关收入承诺环比增长近3倍。[1]
为满足不断增长的AI需求，亚马逊大幅提升资本支出计划。[1]公司将全年资本支出预计上调至2200亿美元，较此前预测增加10%。[1]CEO安迪·贾西表示："即使达到2200亿美元，产能仍无法满足2026年所有需求。"[1]第二季度物业和设备支出已达542亿美元，同比增长69%。[1]AWS积压订单达4960亿美元，相当于约三年的收入规模，进一步印证了市场对其服务的旺盛需求。[1]
Amazon announced its second-quarter financial results for the period ending June 30, 2026, delivering robust performance across its core business and cloud services division [1]. Net sales reached $200.6 billion, representing a 20% year-over-year increase and surpassing analyst expectations of $196.47 billion, while net income climbed to $62.6 billion, up 244% compared to the prior-year quarter [1].
The company's cloud computing unit AWS emerged as a standout performer, generating $42.2 billion in revenue with a 37% year-over-year growth rate, marking the highest expansion in 18 consecutive quarters [1]. AWS operating profit reached $16.6 billion, growing 63% year-over-year, translating to a 39.3% operating margin [1]. The unit's backlog of committed contracts swelled to $496 billion, equivalent to approximately three years of revenue [1]. CEO Andy Jassy stated that "even if we reach $220 billion in capital expenditure, capacity will still be insufficient to meet all demand in 2026," underscoring the intensity of customer demand for cloud infrastructure [1].
Amazon's artificial intelligence initiatives are experiencing explosive growth, with AI services generating annualized revenue exceeding $25 billion and expanding at triple-digit rates year-over-year, accounting for roughly 15% of AWS's annualized revenue [1]. Amazon Bedrock, the company's AI platform, added more new customers in the past six months than it had accumulated in the two years following its launch [1]. The company's custom-designed chip business also achieved $25 billion in annualized revenue with triple-digit percentage growth, bolstered by multiyear, multigigawatt commitments from OpenAI and Anthropic for Trainium chips, while 98% of top-tier EC2 customers are deploying Graviton processors with commitment growth approaching 3 times sequentially [1].
Capital expenditures during the quarter totaled $54.2 billion, reflecting a 69% year-over-year increase in property and equipment spending [1]. Amazon raised its full-year capital expenditure guidance to $220 billion, a 10% increase from prior guidance, reflecting aggressive investment in AI infrastructure [1]. Operating cash flow for the trailing twelve months reached $161.4 billion, up 33% year-over-year, though free cash flow swung to a negative $7.6 billion compared to a positive $18.2 billion in the prior-year period [1].
