Amazon(US:AMZN) Jing Ji Guan Cha Wang·2026-02-12 15:03Core Insights - Amazon recently released its financial report, announcing expansions in AI infrastructure, potential collaboration with OpenAI, and business adjustments [1] Financial Performance - For Q4 of FY2025, Amazon reported revenue of $213.4 billion, a 12% year-over-year increase, with AWS revenue reaching $35.6 billion, up 24% [2] Recent Developments - During the earnings call, Amazon's management projected capital expenditures of $200 billion for 2026, primarily for AWS AI infrastructure expansion to meet customer demand [3] - Amazon is in discussions with OpenAI for a potential investment and cloud services collaboration, with a total potential amount exceeding $10 billion, involving cash infusion and a seven-year AWS server lease [3] - The company continues to promote the application of its self-developed Trainium series AI chips, with the latest Trainium3 chip released to enhance computing efficiency and attract more customers [3] Company Status - On January 28, 2026, Amazon initiated a new round of layoffs affecting approximately 16,000 positions to optimize organizational structure and costs [4] - The company is gradually exiting its physical store business, focusing on online retail and the expansion of Whole Foods [4]