亞馬遜 Amazon.com, Inc.

“In Q2 2026, AWS and Anthropic announced an expansion of the strategic collaboration and existing multi-year commitment by more than $ 100.0 billion over 10.0 years, which includes contractual obligations related to the performance of AWS chips.”

“As of December 31, 2025 and June 30, 2026, the amounts recorded on our consolidated balance sheets for nonvoting preferred stock were approximately $ 14.8 billion and $ 92.5 billion. As of December 31, 2025 and June 30, 2026, the estimated fair value of our convertible notes recorded on our consolidated balance sheets was approximately $ 45.8 billion and $ 97.9 billion, and the associated unrealized gain included in “Accumulated other comprehensive income (loss)” was $ 39.5 billion and $ 92.0 billion. …”

“In the event Anthropic consummates an IPO or other liquidity event, then-outstanding notes would be converted to nonvoting common stock, subject to our ownership cap, and nonvoting preferred stock would be converted to nonvoting common stock. Any then-outstanding notes that are not converted to …”

“We recorded upward adjustments of approximately $ 50.5 billion in Q2 2026 and $ 62.8 billion for the six months ended June 30, 2026 to our nonvoting preferred stock in “Other income (expense), net” to reflect observable changes in price related to Anthropic’s fundings. ／ Other income (expense), net was $1.1 billion and $53.4 billion during Q2 2025 and Q2 2026”

“Effective January 1, 2024, we changed our estimate of the useful lives for our servers from five to six years”

“was an increase in depreciation and amortization expense of $1.4 billion and a reduction in net income of $1.0 billion”

“Effective January 1, 2025 we changed our estimate of the useful lives of a subset of our servers and networking equipment from six years to five years. The shorter useful lives are due to the increased pace of technology development, particularly in the area of artificial intelligence and machine …”