Amazon Shares Surge, Fueled by $15B AI Revenue and $200B Investment

Amazon shares rose more than 5% on April 9, 2026.

CEO Andy Jassy’s annual shareholder letter revealed AWS AI services reached a $15 billion annualized revenue run rate. This disclosure marks the first time the company provided specific financial metrics for its AI operations.

Jassy committed approximately $200 billion to capital expenditures for 2026. The investment focuses on expanding AI and cloud-computing infrastructure.