AWS reported $33 billion in revenue, up 20%, and operating profit of $11.4 billion—accounting for two-thirds of the company's total profit.

Even with Azure (+40%) and Google Cloud (+34%) growing faster, AWS remains the financial heart of Amazon.

Amazon's game now is heavy artificial intelligence.

The company opened Project Rainier, an $11 billion data center to train models for Anthropic, a startup in which it invested $8 billion.

By the end of 2025, Anthropic should be using 1 million AWS Trainium2 chips.

This is how Amazon develops in AI: with infrastructure and long-term contracts.

Three companies, one same market pattern.

Apple showed resilience.
Netflix, timing.

Amazon, fundamentals.

They reinforce the central thesis: global investors still pay dearly for real growth — and the flow continues towards big tech companies that deliver results and a narrative.