[Amazon Rises Over 4% at Market Open, Total Market Value Hits $3.05 Trillion, Breaking All-Time High] The world's largest cloud provider, Amazon, rose over 4% at market open, with a total market value reported at $3.05 trillion, breaking a historical record. Revenue growth for Amazon AWS cloud services reached an 18-quarter high. The company raised its full-year 2026 capital expenditure guidance and expressed an optimistic outlook on the trillion-dollar revenue potential of AI in the long term; the trend of AI computing power supply falling short of demand is expected to persist. Institutions predict that with the accelerated commercialization of generative AI, the continued penetration of enterprise-level AI applications, and cloud-based intelligent systems, the world's nine major core cloud service providers (CSPs) will experience a wave of capital expenditure increases by the end of July. Both domestic and international tech giants are ramping up investments in intelligent computing centers, GPU clusters, self-developed chips, and supporting infrastructure, with the scale of computing power expansion exceeding previous market expectations.