OpinionFinancial·March 23, 2026
Barclays: AWS Backlog Expected to Exceed $350 Billion
Barclays analysts project that Amazon's AWS backlog will surpass $350 billion in the coming quarter, reflecting strong enterprise demand for cloud infrastructure.
Insights
First tracked
March 23, 2026
Last updated
March 23, 2026
Sources
3 sources
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Sources (3)
Source Timeline
- Amazon Gains on AWS Growth and AI MomentumYahoo·Mar 23
Insights
First tracked
March 23, 2026
Last updated
March 23, 2026
Sources
3 sources
Related Developments
FT: Microsoft May Believe OpenAI-Amazon Deal Violates Its Own Agreement with OpenAITechCrunch: Trainium Chips Winning Over Major AI Players Including Anthropic, OpenAI, and AppleDeep Value Investing: OpenAI Pentagon Deal via AWS and 1M Nvidia GPU Deal Solve Anthropic OverhangAmazon Signs 1 Million GPU Deal with Nvidia for AI BuildoutAmazon Bedrock Positioned as Enterprise AI Frontrunner with New Capabilities