The Latest Breaking News from AWS

Morgan Stanley Sees Amazon Stock Surging 100% with AWS Hitting $1 Trillion in Revenue Sooner Than People Think

Morgan Stanley sees AI, AWS growth, and warehouse robotics driving Amazon’s long-term upside, with a $350 price target, but reaching $1 trillion in AWS revenue depends on sustaining rapid growth and improving profits.

Barchart · Oct 25

A Draft S-1 Filing Shows Anthropic’s Revenue Growth Comes With Real Customer Concentration Risk. The IPO Isn’t Worth Buying at Any Price.

A draft S-1 shows Anthropic’s first-half 2026 revenue reached $16.3 billion, up from $1.1 billion a year earlier, but its two largest customers accounted for roughly 20% of that revenue.

Barchart · Oct 22

Amazon’s Bee AI Wearables Could Be a New Growth Driver for AMZN Stock

Amazon’s new Bee Frontier and Bee Eclipse AI devices could expand AMZN’s reach in AI wearables, Alexa+, and personalized shopping

Barchart · Oct 22

Could Iran target the Gulf’s digital backbone? The risks to data centres and internet cables explained

Iran's warning raises concerns about the vulnerability of Gulf data centres and digital infrastructure to potential attacks. Recent escalations have already disrupted Amazon Web Services facilities in the UAE and Bahrain, highlighting the risk. The Gulf has invested significantly in emerging technologies, making security a critical focus for governments and…

The Economic Times · Oct 13

What to Expect From Amazon.com’s Q3 2026 Earnings Report

Amazon.com is set to report its Q3 earnings soon, with analysts projecting single-digit year-over-year EPS growth.

Barchart · Oct 13

'When Amazon hired me on H-1B...': Indian university co-founder wishes good luck to US without 'indentured servants'

Amid overall outrage against Vice President JD Vance's "indentured servants" comment, Indian entrepreneur Shobhit Mathur, co-founder and vice chancellor of a private university in India, recalled his employment with Amazon in the US and said how such "indentured servants" helped Amazon grow over the years and how Jeff Bezos went…

The Times of India · Oct 9

‘100 H-1B workers helped build AWS’: Ex-Amazon employee criticises US green-card curbs

Rishihood University co-founder and vice-chancellor Shobhit Mathur has defended skilled foreign workers in the US technology industry, recalling how around 100 H-1B visa holders helped build Amazon’s early team, including Amazon Web Services. His comments come amid renewed immigration restrictions affecting major technology companies and debate over whether foreign professionals…

The Times of India · Oct 9

Cerebras Stock Has Been a Bust Since Its IPO. That Could Be About to Change.

Sam Altman’s endorsement of the AI chipmaker comes as Wall Street analysts see substantial upside for its battered shares.

Barchart · Oct 8

AWS pricing team turns 18-tab Excel model into an AI chatbot to evaluate customer deals, CFO says

Amazon Web Services CFO John Felton says AI’s value goes beyond productivity gains to rethinking how work gets done.

Fortune · Oct 8

As Open Table Formats Win, the Cost Case for Rebuilding Data Pipelines Gets a Closer Look

For much of the past decade, companies moved data into their analytics systems with pipelines written as code: Spark or Python jobs. The approach works, but it is brittle. A single change upstream, such as a renamed or newly added column, can stop a job and send an engineer digging…

International Business Times · Oct 7