Amazon AWS AI Infrastructure Investment Thesis 2026: How the $150 Billion Cloud Giant Is Building the Backbone of the Agentic Economy
Amazon Q1 2026 earnings beat expectations with EPS of 2.78 vs 1.64 expected. AWS grew 28% YoY to 150B run rate. AI revenue exceeds 15B. Custom silicon hits 20B. Buy rating with 312 target.
