---
title: "Amazon's second-quarter revenue exceeds $200 billion, with cloud computing and artificial intelligence becoming the core growth engines"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/294467178.md"
description: "Amazon released its Q2 financial report for the fiscal year 2026, with net sales reaching $200.6 billion, a year-on-year increase of 20%. Driven by AI demand and strong performance from AWS, net profit surged to $62.6 billion, most of which came from investment gains in Anthropic. CEO Andy Jassy pointed out that annualized revenue from AI and chip businesses has exceeded $25 billion. However, due to heavy investments in AI infrastructure, free cash flow turned negative, resulting in a net outflow of $7.6 billion, highlighting the significant capital pressure faced by tech giants in the AI race"
datetime: "2026-07-31T06:58:38.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/294467178.md)
  - [en](https://longbridge.com/en/news/294467178.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/294467178.md)
---

# Amazon's second-quarter revenue exceeds $200 billion, with cloud computing and artificial intelligence becoming the core growth engines

Amazon recently released its financial report for the second quarter of fiscal year 2026. The data shows that driven by a surge in demand for artificial intelligence business and strong cloud computing services, the company achieved net sales of $200.6 billion in the second quarter, a year-on-year increase of 20%, with net profit also experiencing a significant leap.

Among its core businesses, Amazon Web Services (AWS) saw the most notable growth, with sales reaching $42.2 billion for the quarter, a year-on-year increase of 37%. Additionally, the North American and international business segments maintained robust expansion, with sales reaching $116.2 billion and $42.2 billion, respectively, reflecting year-on-year growth of 16% and 15%.

The financial report indicates that Amazon achieved a net profit of $62.6 billion for the quarter. Notably, approximately $53.4 billion of the pre-tax earnings is primarily attributed to the company's strategic investment in the artificial intelligence startup Anthropic. This data structure suggests that cutting-edge artificial intelligence assets are having a decisive impact on its overall profitability.

Amazon CEO Andy Jassy pointed out that the cloud computing business is currently in a period of rapid expansion, with the annualized revenue scale of the company's artificial intelligence and underlying chip businesses both exceeding $25 billion, continuing to maintain a strong triple-digit growth trend.

While revenue and book profits have reached new highs, large-scale infrastructure investments are continuously squeezing the company's free cash flow. Due to heavy investments in artificial intelligence hardware and data center construction, Amazon's capital expenditures have significantly increased over the past 12 months ending June 30 of this year, resulting in a shift from a net inflow of $18.2 billion in free cash flow in the same period last year to a net outflow of $7.6 billion. This metric highlights the high competitive costs and capital pressures that global tech giants face in the artificial intelligence race

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