$NEBIUS(NBIS)$ $IREN Ltd(IREN)$ $APPLIED DIGITAL CORP(APLD)$ $Cipher Mining Inc.(CIFR)$ $TeraWulf Inc.(WULF)$ AMZN posted some pretty strong numbers that look good for infrastructure companies broadly.
AWS grew 36.7% year-over-year in Q2, the fastest in 18 quarters. Their AI and Chips businesses each hit run rates above $25 billion.
Revenue came in at $200.6B versus estimates of $196.4B, up 20% year-over-year. EPS was $5.75, which included a $53.4B non-operating gain mostly from the Anthropic investment. AWS sales reached $42.2B against an estimated $40.5B, up 37% year-over-year.
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