AMAZON COM (AMZN) Company Report

AWS has introduced Graviton5, its fastest and most energy-efficient CPU, delivering up to 25% better compute performance compared to its predecessor.
The chip features 192 cores, 2.6× more L3 cache per core and improved memory and network bandwidth, reducing inter-core latency by up to 33%.
Graviton5 is built on 3-nanometer technology with a new security layer that Amazon will allow customers to review directly.
General-purpose M9g instances are available in preview, with compute-intensive C9g and memory-intensive R9g versions expected in 2026.
Analysts maintain a strong buy consensus on Amazon stock, citing the company’s robust financial health and technology advancements.

1 hour ago

Morningstar

Amazon: Dynatrace expands AWS integrations, earns LATAM public sector partner award

AMZN

Product Launch

New Projects/Investments

Dynatrace unveiled expanded AWS integrations at AWS re:Invent 2025—including the Cloud Operations Solution for automatic AWS service discovery and the Kiro autonomous agent for automated bug triage—to enhance AI-driven observability and automation.
Achieved AWS Agentic AI Specialization and named AWS Public Sector Technology Partner of the Year for Latin America, strengthening its public sector and AI systems governance credentials.
Maintains $13.33 billion market cap, current ratio 1.59, debt-to-equity 0.03, and Altman Z-Score 7.25, indicating robust financial health and low distress risk.
Reports 18.5% LTM revenue growth and 81.84% gross profit margin, underscoring strong growth and profitability.

1 day ago

Morningstar

Amazon launches Nova Forge service, expands enterprise AI capabilities

AMZN

Product Launch

AWS launched Amazon Nova Forge, enabling enterprises to train customized foundational AI models (“novellas”) by blending proprietary data with Amazon’s curated datasets for enhanced accuracy.
The service introduces four new Nova models—Nova 2 Lite, Nova 2 Pro, Nova 2 Sonic, and Nova 2 Omni—supporting text, image, video, and speech inputs for applications from document processing to multimodal generation.
AWS unveiled Nova Act, a browser-controlling AI agent powered by Nova 2 Lite that autonomously navigates websites to perform tasks like ecommerce purchases and workflow automation.
A no-code playground accompanies Nova Forge, allowing users of all technical levels to prototype and design AI agents easily.

2 days ago

Morningstar

AWS unveils new AI infrastructure and services at re:Invent 2025

AMZN

Product Launch

New Projects/Investments

AWS Web Services reached a $132 billion annual run rate, growing 20% year-over-year and adding $22 billion in the last 12 months.
Introduced Trainium 3 Ultra servers featuring the first 3 nm AI chip in the cloud, delivering 4.4× more compute, 3.9× memory bandwidth, and 5× AI tokens per megawatt versus Trainium 2.
Enhanced Amazon Bedrock AgentCore with real-time policy enforcement, providing deterministic controls over agent access to tools and data.
Launched Kiro, an agentic development environment whose autonomous agents tackle complex coding tasks and maintain project context across large codebases.
Expanded core infrastructure: new EC2 compute instances (X-family, C8a, C8ine, M8azn, Mac), Lambda Durable Functions, and increased S3 max object size to 50 TB.

2 days ago

Transcript

AWS unveils new AI infrastructure and services at re:Invent 2025

AMZN

Product Launch

AWS revenue scale: AWS grew to $132 billion in annual revenue, up 20% YOY with $22 billion in net new sales, driven by S3, Graviton, and Bedrock momentum.
AI compute expansions: new P6e GB300 EC2 instances powered by NVIDIA GB300 NVL72 GPUs, and general availability of Trainium 3 Ultra servers (3 nm AI chips delivering 4.4× compute and 5× AI tokens/MW).
AI services and models: launch of Nova 2 family (Lite, Pro, Sonic) and Nova 2 Omni multimodal model; introduction of Nova Forge for custom “Novellas” trained on proprietary data; and AWS AI Factories for on-prem private AI regions.
Platform and storage innovations: GA of Policy in Agent Core for deterministic agent governance; S3 enhancements including 50 TB max object size and S3 Vectors GA (90% lower cost); plus AWS Transform Custom and Lambda Durable Functions for code modernization.

2 days ago

Transcript

AWS announces AI infrastructure and services at re:Invent 2025

AMZN

Product Launch

AWS revenue reached $132 B in the past 12 months, growing 20% YoY and adding about $22 B, exceeding the annual revenue of over half the Fortune 500.
Launched new AI infrastructure: P6e GB300 EC2 instances powered by NVIDIA GB300 NVL72 GPUs and previewed Trainium 4 with 6× FP4 compute, 4× memory bandwidth, and 2× high-memory capacity gains.
Introduced AWS AI Factories, enabling customers to operate dedicated AWS AI infrastructure in their own data centers.
Expanded generative AI services with the Amazon Nova 2 family (Lite, Pro, Sonic) for cost-optimized low-latency reasoning and Nova Forge for blending customer data into proprietary “Novellas” via open training models.
Advanced agent capabilities with Amazon Bedrock AgentCore for scalable agent workflows , Amazon Quick for enterprise productivity , and Kiro, an agentic development environment to accelerate AI-driven software development.

2 days ago

Transcript

Amazon plans $50B AI data center expansion for U.S. government

AMZN

New Projects/Investments

Amazon will invest $50 billion to expand AI and high-performance computing capacity for U.S. government agencies, aiming to add 1.3 gigawatts of data center capacity starting in 2026.
The expansion enhances AWS secure regions (Top Secret, Secret, GovCloud) and provides federal customers advanced AI tools such as SageMaker, Bedrock, Trainium chips, Anthropic Claude, and Nvidia infrastructure.
Capital spending is projected at $34.2 billion this quarter and $125 billion for the year, with further increases expected in 2026.
AWS has supported classified and sensitive government workloads since 2011, establishing specialized secure environments and achieving Top Secret accreditation.

Nov 24, 2025, 4:24 PM

Bloomberg

Amazon begins enterprise preview of 1Gbps satellite internet service

AMZN

Product Launch

New Projects/Investments

Amazon Leo has entered an enterprise preview phase for its satellite internet service with 150 satellites in orbit and aims to launch half of its 3,236-satellite constellation by mid-2026 to meet FCC requirements.
The service introduces the Ultra Antenna, delivering up to 1 Gbps download and 400 Mbps upload speeds via a custom silicon chip designed in-house.
It offers two private networking services—Direct to AWS for low-latency cloud connectivity and private network interconnects at colocation facilities—cutting deployment times from months to days.
Amazon is collaborating with launch partners United Launch Alliance and SpaceX and has signed enterprise preview partnerships with JetBlue, L3Harris, and Australia's NBN network ahead of a full commercialization in 2026.

Nov 24, 2025, 3:06 PM

CNBC

Amazon.com expands AWS data center network to over 900 facilities

AMZN

New Projects/Investments

AWS now manages over 900 data center facilities across 50+ countries, including more than 220 edge locations for low-latency services.
The infrastructure spans 38 global regions, each with at least three data centers divided into availability zones to ensure redundancy.
AWS combines company-owned hubs in regions like Virginia and Oregon with 440+ colocation centers (accounting for ~20% of capacity) to flexibly scale for AI demand.
In Q3, AWS generated $33 billion in revenue and $11.4 billion in operating income, maintaining its position as Amazon’s most profitable division.

Nov 24, 2025, 11:17 AM

Bloomberg

Amazon Shipping partners with Innovative Warehouse Solutions

AMZN

New Projects/Investments

Innovative Warehouse Solutions (IWS) has signed a partnership deal with Amazon Shipping, Amazon's small parcel delivery network.
Amazon Shipping now reaches 90% of the U.S. population and delivered 5.7 billion packages in 2024, making it the largest small parcel carrier in the U.S. by volume.
The partnership enables IWS clients to receive faster delivery at lower cost, eliminating residential surcharges and offering deep fuel discounts unless prices spike.
Amazon Shipping offers 7-day-a-week delivery, branded drivers, and delivery photo confirmation, enhancing IWS's omni-channel fulfillment offering.

Nov 22, 2025, 2:02 AM

Press Release

Earnings Transcripts

Quarterly earnings call transcripts for AMAZON COM.

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