Sunday, November 1, 2026
Via News Knowledge File

Amazon Web Services

organization80% conf.·synced Aug 13, 2026

Cloud computing platform, customer using Synopsys tools for Graviton 5 launch

27
sourced metrics
581
relationships
20
stated objectives
8
Via News reports

Every fact below is drawn from Via News's knowledge graph and linked to the source document it came from. Nothing here is unsourced. How we source →

Key metrics · each point sourced

Capital Investment Virginia
35USD
Annualized Revenue Run Rate
142USD
Capex
100billion_USD
Ai Services Annualized Revenue
15USD
Revenue Run Rate
132billion_USD
Revenue Target
600USD
Operating Income Contribution
57percent
Market Share
33percent
Margin
50percent_of_amazon_operating_profit
Investment Commitment
5.3USD
Healthcare Cloud Workload Share
65percent
Data Centers With Baas
45facilities
Capital Per Job
35000000USD
Ai Revenue Run Rate
15USD
Apr 9, 2026source
Power Capacity Added
3.9gigawatts
Apr 9, 2026source
Total Revenue Run Rate
142USD
Apr 9, 2026source
Capex Forecast
200USD
Mar 26, 2026source
Data Centers Lost
3facilities
Mar 3, 2026source

Stated objectives

Capital expenditure target of approximately $100 billion

source
target: 100 billion USD by 2025-01-01 00:00:00stated

AWS Q4 consensus growth estimate of around 21%, marking a third consecutive quarter of acceleration

source
target: 21 percent growth stated

Provide customers with new high performance compute instances, reduced operational costs, and ability to scale compute-intensive workloads more effectively

source
stated

Develop data center facility to host approximately 60,000 Graphics Processing Units

source
target: 60000 GPUs stated

Sustain 30%+ growth supported by backlog levels

source
target: 30 stated

Achieve mid-30% range year-over-year growth with improved capex yield

source
target: 35 stated

Democratize technology and make cloud computing and generative AI accessible to organizations of every size and industry

source
stated

Expand data center campuses across the United States to support rising demand for AI workloads

source
stated

Build new cloud and data-center region in Saudi Arabia to come online

source
target: 5.3 billion USD investment by 2026-01-01 00:00:00stated

Complete development of two data centers in Madison County, Mississippi

source
target: 10 billion USD investment, 1000 construction jobs by 2027-01-01 00:00:00stated

Relationship graph · 581 connections

Competes with
112
subsidiary of
86
Supplies to
73
Developed by
68
Customer of
60
located in
32
Built on
26
Partners with
22

Via News coverage

This Knowledge File is assembled from Via News's source-traceable knowledge graph. Metrics, objectives and relationships are extracted from primary and credible secondary documents and refreshed on a schedule. Read our methodology →
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Agentic AI Goes Operational: Platform Governance, Local Silicon, and the Physical-AI Data Race
In mid-to-late October 2026, enterprise vendors (Cisco, Fortinet, ServiceNow, Intuit, Salesforce/Braze, Adobe) shipped agent governance, AI security and AI-driven customer engagement products, while a parallel hardware wave (NVIDIA RTX Spark laptops, ASUS, Apple's iPad mini, Microsoft's hybrid local/cloud Windows) pushed AI onto local devices. A third strand, physical AI (Encord, Harvest Praxis, Hesai), argues that real-world sensor data and cheaper edge chips are the next bottleneck. The common thread is the shift from AI experimentation to governed, scaled deployment, with Salesforce's Braze acquisition showing consolidation and fintech players like Intuit tying AI to trusted financial data. The facts support a broad industry theme but contain little direct finance or regulatory evidence, so the AI-finance angle is thin.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
Recently verified
✓ Checked against the original source
4,995
facts traced to their source — and we flag the ones that don't hold up.
101 entities tracked4,995 facts checked against source5,532 source documents archived
Query this data → isubstrate.com