Key TakeawaysAnthropic’s S-1, made public Oct. 26, says it now leases its own data centers and the AI chips inside them, alongside renting computing power from Amazon and Alphabet’s Google.

AWS regions normally come in groups of three data centers – known as availability zones – but AWS hasn’t made any public announcements on the matter. The company currently has Texas CloudFront Edge locations in Dallas/Fort Worth and Houston, but no dedicated data centers or region in the state.

Amazon wants to be the king of AI cloud computing and become the first $1 trillion revenue business. But to do that it will have to continue on its capex spending spree, its CEO said Thursday.

On October 29, Amazon announced its financial results for the third quarter of 2026 (July–September). What caught the eye was that revenue for its cloud business, AWS, reached $46 billion (approximately 7 trillion yen),

Key TakeawaysAmazon CEO Andy Jassy said Amazon may have two trillion-dollar revenue businesses, AWS and its stores, within five to 10 years. If AWS grows 40% a year, its $184 billion run rate reaches about $1 trillion in roughly five years.

Amazon stock falls as AI spending drives a record $42.4 billion cash outflow, while rising debt and strong AWS growth shape its financial outlook

Why did Amazon's stock price fall even though AWS performed well and operating profit exceeded expectations?Amazon announced its July-September earnings after the U.S. market closed on October 29. In after-hours trading following the announcement,