Amazon Shares Up 25% on Meta Graviton5 Deal and $100B Anthropic Pact
Amazon shares have climbed over 25% in the last month on AI infrastructure wins, including a multi-year AWS Graviton5 deal with Meta and a $100+ billion Anthropic commitment. Its custom chip business runs $20B revenue run rate as management plans $200B capex for 2026 ahead of April 29 Q1 results.
1. Stock Performance Surge
Amazon’s stock price has climbed more than 25% over the past 30 days, fueled by investor enthusiasm around its AI and cloud initiatives. This rally outpaces major indices and positions Amazon among the top-performing technology names.
2. Major AI Infrastructure Deals
Amazon secured a contract with Meta to deploy AWS Graviton5 chips and landed a commitment exceeding $100 billion from Anthropic over ten years. Its custom chip division now generates a $20 billion revenue run rate, underpinning growth expectations.
3. Aggressive 2026 Capex Plans
Management outlined approximately $200 billion in capital expenditures for 2026—over 50% more than 2025—to expand data center capacity and AI infrastructure. While this investment supports long-term scale, it raises questions about future margins and cash flow.
4. Q1 Earnings Scheduled April 29
Amazon will report first-quarter results on April 29 alongside other major technology peers, offering updates on revenue trends, profit margins, and AI investment returns. Investors will watch for signs of spending efficiency and guidance for the rest of the year.