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 Q2 Revenue Beats Estimates, AI ARR Hits $15B(7 posts)→
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