AWS এর মাধ্যমে অ্যামাজনের দ্বিতীয় ত্রৈমাসিক বৃদ্ধি ঘটে, ক্রিপ্টো ইনফ্রাস্ট্রাকচারের জন্য প্রভাব

অ্যামাজন প্রতিষ্ঠানকারীদের জন্য অপ্রত্যাশিতভাবে শক্তিশালী Q2 2026 প্রদান করেছে, এবং ক্রিপ্টো বাজারগুলি এটি মনোযোগ দিচ্ছে। ই-কমার্স এবং ক্লাউড বিগ অ্যামাজন প্রতিবেদন করেছে $200.6 বিলিয়ন আয়, যা গত বছরের তুলনায় 20% বেড়েছে, কিন্তু AWS (Amazon Web Services) ছিল যা দৃষ্টি আকর্ষণ করেছিল — 18 কোয়ার্টারের মধ্যে তার সবচেয়ে দ্রুত বৃদ্ধি অর্জন করেছে এবং বাজারের উত্থানের একটি বড় অংশকে চালিত করেছে। প্রধান সংখ্যাগুলি - মোট আয়: $200.6 বিলিয়ন (+20% YoY)। - AWS আয়: $42.2 বিলিয়ন (+36.7% YoY)। - পরিচালনা আয় (সমগ্র কোম্পানি): $27.5 বিলিয়ন (+43%)। - AWS পরিচালনা মার্জিন: 39% (গত বছরের তুলনায় 650 বেসিস পয়েন্ট বৃদ্ধি)। - উত্তর আমেরিকা আয়: $116.2 বিলিয়ন (+16%)। - আন্তর্জাতিক আয় (মুদ্রা-উদাসীন): $42.2 বিলিয়ন (+15%)। - AWS ব্যাকলগ: $496 বিলিয়ন; বার্ষিকীকৃত চলমান হার: $169 বিলিয়ন। -বিজ্ঞাপন আয়: $19.8 বিলিয়ন (+26%)। -গ্রোসারি প্রসারণ: 2,300টি US শহরে এখন উপলব্ধ। কেন বিনিয়োগকারীরা উৎসাহিত AWS-এর 36.7% বৃদ্ধি —এবং 39%-এর মার্জিন প্রসারণ—প্রত্যাশা超করেছে এবং আয়ের কলটির প্রধান বিষয়বস্তু। CEO Andy Jassy-এর 100%: “AWS-এর growth is booming.”।বিশ্লেষকদেরও,বিনিয়োগকারীদেরও, Amazon-এর cloud unit-এর acceleration-কে company-এর profit and growth-এর power as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signal as a signalas AWS-ও 496 billion backlog and an annualized run rate of $169 billion disclose —এই numbers company-এর business-এর size and stickiness-কে underscore। Call-এ, Jassy suggested AWS “very possibly be a trillion-dollar annual revenue business for us in time,” —এই projection cloud-এর Amazon-এর future-এ strategic centrality-কে highlight। অন্যান্য business notes - AI and chip-related businesses each topped $25 billion annual run rate, reflecting growing demand for infrastructure tied to generative AI. - Advertising continues to pick up steam, adding another major growth engine. - Amazon raised full-year capital expenditures to $220 billion (from $200 billion), citing rising memory chip costs amid surging AI infrastructure demand. - Management warned capacity constraints: Amazon expects it won’t “have enough capacity to meet all the demand we have in 2026,” and that shortfall could extend into 2027. Guidance and market reaction Amazon’s Q3 guidance calls for net sales between $197 billion and $202 billion, which is slightly below some analyst expectations — partly due to Prime Day shifting into Q2 this year and an anticipated ~80 basis point FX drag on revenue growth. Despite that, AMZN stock jumped more than 10% in after-hours trading, with investors looking past near-term cost pressures and doubling down on the AWS growth story. What this means for crypto Cloud demand and AI infrastructure trends matter to the crypto ecosystem in several ways: - Exchanges, custodians, and many DeFi and NFT services rely on cloud providers like AWS for uptime and scaling. Strong AWS growth and margin expansion suggest continued investment in infrastructure that supports these services. - Rising capex and memory chip costs driven by AI compute demand could affect hardware supply and pricing dynamics relevant to crypto miners and validators that depend on specialized chips. - If AWS leans into offering more AI-optimized and blockchain-friendly services, crypto projects may find faster paths to scale and compliance. Bottom line Amazon’s Q2 beat was driven by an AWS resurgence that showed rare, sustained acceleration. The results — revenue strength, expanding margins, huge backlog and elevated capex — have investors betting that cloud-driven growth will define Amazon’s next chapter. For crypto participants, those same trends — cloud scale, AI compute demand, and higher infrastructure spending — will shape how digital-asset platforms operate and grow in the months and years ahead.