AWS Operating Margin Jumps to 39%, Killing the Bad AI ROI Narrative
RihardJarc · x · 2026-07-31
Amazon's latest earnings report reveals that AWS operating income margin jumped to 39% in the third quarter, up from 33% last year. The author points out that this solid financial data effectively kills the prevailing bearish narrative that hyperscalers are suffering from a bad ROI on their AI workloads.
Related event: AWS Revenue Beats with 37% Growth, Capex Raised to $220B(17 posts)→
More from Venture
- Anthropic IPO math: Amazon+Google set for ~$600B, FTX sold its stake 100x too early — simonada · 2026-10-16
- 7 ChatGPT prompts that turn your skills into side-income ideas, from a viral thread — aitrendz_xyz · 2026-10-16
- China's AI boom drives up to 660% profit surges for domestic chip firms; GPU maker MetaX turns profitable — pstAsiatech · 2026-10-16
- Dev adds Google Merchant Center to his MCP server — and explains how it beats Google's official one — DutchSEOnerd · 2026-10-16
- Snabbit burns $17M+/yr on <$1.5M revenue after raising $112M — $0.6 per housevisit economics — himanshustwts · 2026-10-16
- The 'sci-fi make it till you make it' playbook: Musk pioneered it, Altman copied it — Linahuaa · 2026-10-16