AMZN ▼ -1.9% - Amazon.com, Inc.
$AMZN Amazon: AWS CFO Says AI Spending Is Sustainable, With Nearly $500 Billion in Backlog and AI Server Investments Paying Back in Under Three Years ? • AWS CFO John Felton says AI demand is real, with a nearly $500B order backlog as of Q2 spanning enterprises, AI labs and smaller businesses. • AI server investments reportedly achieve payback periods of less than three years, supporting continued infrastructure expansion. • Internal AWS data suggest token usage scales roughly in line with productivity gains, reinforcing management's confidence in AI investment returns.
16-OCT-2026 05:41 PM ET
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