Amazon and Reddit both rake in a healthy Q4, announce future AI infrastructure plans

There’s something in the air…

It’s all the clouds, and Amazon’s is the biggest: Amazon’s cloud unit pulled in $35.58B in Q4 revenue, a 24% jump that beat analyst estimates.

It also announced a huge $200B spending plan for 2026, mostly aimed at AI infrastructure.

AWS also secured a $38B spending commitment from OpenAI and launched Nova Forge for advanced AI model customization.

What this means: The AI tools you’re using are likely about to get faster, smarter, and more accessible so it might be time to start tapping into AI-driven automation and analytics.

And Reddit proves the community still converts: Reddit crushed expectations with 70% revenue growth and 19% user growth in Q4, hitting 121M global daily active users.

The platform is phasing out its logged-in vs. logged-out user distinction as engagement across both groups improves.

Reddit also announced a $1B share repurchase program and says its data-licensing deals with Google and OpenAI are evolving into product partnerships.

Which means Reddit’s audience is becoming more valuable to you, whether users have accounts or stumble in from Google.

If you’ve been sleeping on Reddit ads or community marketing, this could nudge you toward it.

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