AWS Cloud Growth and Backlog Risks | Business and Finance News

AWS is exploding, up 28% year-over-year in Q1—the fastest growth in three years—and fuels nearly 60% of Amazon’s operating income. With a $364 billion backlog (up 49% in three months) and a $10 billion AI deal with Anthropic, the cloud’s future hinges on AI giants’ spending power. Amazon’s $200 billion capital spend this year—up 52%—and $11 billion in expected free cash flow burn signal a new era of aggressive investment. But with long-term bets on AI and cloud infrastructure, Amazon’s big moves could ripple across its entire business, from cloud to ads to retail. Listen in comfort:Get a discount on a Soli Pillow: http://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/6bc4996d89a325d1