AWS to provide OpenAI with Amazon EC2 UltraServers, featuring hundreds of thousands of chips, and ability to scale to tens of millions of CPUs for advanced GenAI workloads

Amazon (NASDAQ:AMZN) reported strong third-quarter results on Thursday, with its cloud business AWS showing robust artificial intelligence (AI)-driven demand resulting in a 150% quarterly surge in Trainium chip usage.

AWS outage caused by a DNS automated systems error may result in a $581 million loss for Amazon as the cloud and AI company make changes to prevent similar failures.

Amazon.com, Inc. outperformed expectations for Q3 2025, with AWS and Ads growth accelerating. Learn more about AMZN stock here.

Amazon posted higher fiscal third quarter profit and sales compared with a year ago, fueled by accelerating growth in its cloud computing business and strong spending by its customers looking for low prices at a time when inflation is resurging.

On Wednesday Amazon announced the completion of its data-center initiative Project Rainier, which will primarily be used to service Anthropic's compute needs. The company expects Anthropic's Claude to be using over one million of Amazon's custom Trainium2 chips by year-end.

Amazon will report earnings after the closing bell on Thursday. Analysts want updates on AI progress, AWS, and retail margins.