Wednesday, August 26, 2026
Via News Knowledge File

Amazon Web Services

organization80% conf.·synced Aug 13, 2026

Cloud computing platform, customer using Synopsys tools for Graviton 5 launch

27
sourced metrics
581
relationships
20
stated objectives
8
Via News reports

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Key metrics · each point sourced

Capital Investment Virginia
35USD
Annualized Revenue Run Rate
142USD
Capex
100billion_USD
Ai Services Annualized Revenue
15USD
Revenue Run Rate
132billion_USD
Revenue Target
600USD
Operating Income Contribution
57percent
Market Share
33percent
Margin
50percent_of_amazon_operating_profit
Investment Commitment
5.3USD
Healthcare Cloud Workload Share
65percent
Data Centers With Baas
45facilities
Capital Per Job
35000000USD
Ai Revenue Run Rate
15USD
Apr 9, 2026source
Power Capacity Added
3.9gigawatts
Apr 9, 2026source
Total Revenue Run Rate
142USD
Apr 9, 2026source
Capex Forecast
200USD
Mar 26, 2026source
Data Centers Lost
3facilities
Mar 3, 2026source

Stated objectives

Capital expenditure target of approximately $100 billion

source
target: 100 billion USD by 2025-01-01 00:00:00stated

AWS Q4 consensus growth estimate of around 21%, marking a third consecutive quarter of acceleration

source
target: 21 percent growth stated

Provide customers with new high performance compute instances, reduced operational costs, and ability to scale compute-intensive workloads more effectively

source
stated

Develop data center facility to host approximately 60,000 Graphics Processing Units

source
target: 60000 GPUs stated

Sustain 30%+ growth supported by backlog levels

source
target: 30 stated

Achieve mid-30% range year-over-year growth with improved capex yield

source
target: 35 stated

Democratize technology and make cloud computing and generative AI accessible to organizations of every size and industry

source
stated

Expand data center campuses across the United States to support rising demand for AI workloads

source
stated

Build new cloud and data-center region in Saudi Arabia to come online

source
target: 5.3 billion USD investment by 2026-01-01 00:00:00stated

Complete development of two data centers in Madison County, Mississippi

source
target: 10 billion USD investment, 1000 construction jobs by 2027-01-01 00:00:00stated

Relationship graph · 581 connections

Competes with
112
subsidiary of
86
Supplies to
73
Developed by
68
Customer of
60
located in
32
Built on
26
Partners with
22

Via News coverage

This Knowledge File is assembled from Via News's source-traceable knowledge graph. Metrics, objectives and relationships are extracted from primary and credible secondary documents and refreshed on a schedule. Read our methodology →
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Leadership Exodus Rattles Investor Confidence Amid Capex Boom
High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
We flag conflicts openly ›
Recently verified
Checked against the original source
4,978
facts traced to their source — and we flag the ones that don't hold up.
101 entities tracked4,978 facts checked against source5,251 source documents archived
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