According to CoinMeta, Amazon stated that the production capacity for AWS had been essentially reserved before 2028. The company's revenue in the second quarter of 2026 reached $42.232 billion, a year-on-year increase of 37%, representing the fastest growth in 18 quarters. Both the AI and chip businesses of AWS achieved annualized revenues exceeding $25 billion each, with growth rates in triple digits. UBS predicts that the growth of AWS will accelerate to 48% next year. At the same time, suppliers such as Marvell, Astera, and Credo are also raising their performance forecasts.