Yahoo Finance·2026-02-06 18:32Core Insights - Nvidia's shares rose sharply by as much as 7.8%, driven by positive results from Amazon, indicating a favorable outlook for Nvidia's future [1] Financial Performance - Amazon reported fourth-quarter net sales of $213.4 billion, a 14% year-over-year increase, and diluted EPS of $1.95, up 4% [2] - Analysts had estimated Amazon's revenue at $211.6 billion and EPS at $1.96, showing that while Amazon exceeded revenue expectations, its EPS was in line with forecasts [3] AWS Performance - Amazon Web Services (AWS) revenue grew 24% year-over-year to $35.6 billion, marking its fastest growth rate in 13 quarters and a backlog of $244 billion, up 40% year-over-year [4] - CEO Andy Jassy announced a record $200 billion in capital expenditures for 2026, primarily for AWS, reflecting strong demand for AI [5] Nvidia and AWS Partnership - AWS continues to utilize Nvidia's GPUs, with AWS chief Matt Garman noting ongoing demand for Nvidia's six-year-old A100 chips, which are still in use due to high demand [5] - Nvidia and AWS expanded their partnership with the deployment of Nvidia's Blackwell GPUs and other technologies, suggesting a significant portion of Amazon's capex will benefit Nvidia [6]