Amazon Q2 earnings: AWS grows at 37%, annualized AI revenue exceeds $2.5 billion
On July 30, 2026, Amazon released its Q2 financial report: AWS's net sales reached $42.2 billion, a year-on-year increase of 37%, marking the fastest growth rate in 18 quarters, with an annualized run rate of $169 billion. Both AWS's AI business and self-developed chip business have exceeded an annualized revenue of $2.5 billion, achieving triple-digit growth; the 2026 CapEx guidance has been raised to approximately $220 billion. Based on official investor relations materials and Andy Jassy's interpretation, this article sorts out the layout of Bedrock, Trainium/Inferentia/Graviton and the enlightenment of cloud-native AI infrastructure ROI for developers.
Read MoreMCP's Largest-Ever Update: Stateless Core Shift on 2026-07-28, Agent Infrastructure Goes Enterprise-Grade
On July 28, 2026, the Model Context Protocol released its 2026-07-28 specification: the core of the protocol has shifted from a bidirectional stateful model to a stateless request/response architecture, the initialize handshake and Mcp-Session-Id have been deprecated, and it now supports any instance handling requests after load balancing. It simultaneously introduces MRTR multi-turn interaction, Mcp-Method/Mcp-Name header routing, and list response cache hints, and graduates MCP Apps, Tasks and enterprise managed authorization to official extensions. OAuth hardening includes RFC 9207 iss verification and DCR migration to CIMD. The monthly downloads of Tier 1 SDKs are nearly 500 million, and companies such as Anthropic and Google Cloud have stated that this is a key step toward the productionization of Agents.
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