Amazon Sees 56% CIO AWS Spending Uptick and iHeartMedia Ads Reseller Deal
AMZN•Jefferies survey of 40 IT executives shows cloud budgets rising 10.1% and 56% of CIOs plan higher AWS spending in 2026. iHeartMedia expands as an Amazon Ads reseller for Prime Video, Twitch, Music and Alexa, and AI/R Compass UOL claimed 2026 AWS Consulting Partner of the Year in Brazil.
1. Jefferies Survey Shows Strong Cloud Budget Growth
Jefferies surveyed 40 IT executives and found cloud spending will rise 10.1% in 2026, up from 4.8% in 2025, with 56% of CIOs planning to increase AWS allocations, underscoring continued enterprise demand for Amazon Web Services.
2. AWS Consulting Partner Award in Brazil
AI/R Compass UOL earned the 2026 AWS Consulting Partner of the Year award in Brazil, marking its fifth AWS Partner Network win in four years and highlighting Amazon's expanding channel ecosystem in Latin America.
3. iHeartMedia Expands Amazon Ads Reseller Role
iHeartMedia now resells Amazon Ads audio and video inventory—Prime Video, Twitch, Music and Alexa—through a unified buying platform, enabling advertisers to access first-party shopper data for cross-platform campaigns.
4. Implications for Amazon's Growth and Valuation
Elevated AWS spending intentions and expanded ad partnerships could drive revenue diversification and margin expansion, reinforcing Amazon's position in cloud computing and digital advertising, which may support higher stock valuations.
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