AWS growth is expected to soar to 35.5%, and AI revenue has surged nearly 500%! TD Cowen is optimistic about Amazon's (AMZN.US) impressive Q2 performance.

date
09/07/2026
Zh tng cijng APP hu xn, TD Cowen fbio ynbo biosh, ymzn (AMZN.US) qxi yn yw zhng jis zngzhng, yu wng tudng gngs jioch lingyn de r jdun chngj dn. Gi hng yj, AWS d r jdun yngshu tngb zngs jing d 35.5%, go y qnin tngq de 28.4%, bng ji shchng yzh yq go ch 3.4 g bifn din. According to the Chinese financial APP, TD Cowen released a research report stating that Amazon's cloud business is accelerating its growth and is expected to drive the company to deliver strong second-quarter results. The bank predicts that AWS's second-quarter revenue growth rate will reach 35.5% year-on-year, higher than last year's 28.4%, and 3.4 percentage points higher than market consensus.