Key Points
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Micron reported nearly tripling revenue year-over-year for Q2 FY 2026, achieving a net profit margin of 57.8% as demand for AI memory chips surges.
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Amazon’s AWS platform saw a 24% revenue growth in Q4 2025, driven by its AI capabilities, contributing to overall net sales growth of 14% year-over-year.
Micron’s Revenue Growth
Micron Technology (NASDAQ: MU) has reported significant revenue growth, nearly tripling year-over-year in the second quarter of fiscal year 2026, which ended on February 26. The company achieved a 75% increase sequentially, and its net profit margin surged to 57.8%. Micron’s future revenue projections suggest 43.5% sequential growth, with estimates reaching $34.25 billion for the third quarter. The company’s strategic pivot away from the consumer market to focus on AI infrastructure is backed by a projected 30.6% CAGR in the AI industry through 2033.
Amazon’s Utilization of AI
Amazon (NASDAQ: AMZN) has effectively integrated AI across its businesses, leading to a 24% year-over-year revenue growth for its AWS sector in Q4 2025, the fastest growth in 13 quarters. Overall net sales increased by 14%, including a 23% rise in online advertising revenue. With $86.8 billion in cash reserves, Amazon is well-positioned to invest in AI and continue expanding its market share in the cloud services sector, which it dominates with over 25% market control.
