AMZN vs TSLA: AI Stock Comparison

Amazon.com, Inc. vs Tesla, Inc.: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.

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$AMZN scores higher on AI exposure (3/5 vs 2/5) under our published rubric. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: Not enough tracked catalysts to compare.
$AMZN 🏆
Amazon.com, Inc.
E-commerce giant whose AWS cloud sells AI compute.
$TSLA
Tesla, Inc.
EV and energy-storage maker betting on autonomy and robots.
AI exposure score⚡⚡⚡⚡⚡ 3/5⚡⚡⚡⚡⚡ 2/5
Shares outstanding10.81B
as of 2026-10-21 · 10-Q cover page · SEC filing
3.95B
as of 2026-10-15 · 10-Q cover page · SEC filing
CategoryHyperscalers & platformsHyperscalers & platforms
Key metrics
Revenue (latest quarter) $201.94B
10-Q period ended 2026-09-30; +12% y/y · SEC filing
Operating income $28.08B
Same quarter; 14% operating margin · SEC filing
Net income $20.68B
Same quarter · SEC filing
Revenue (latest quarter) $28.05B
10-Q period ended 2026-09-30; -0% y/y · SEC filing
Gross margin 19.6%
Gross profit / revenue, same quarter · SEC filing
Operating income $718.0M
Same quarter; 3% operating margin · SEC filing
Next earningsNot yet announced / not on our calendarNot yet announced / not on our calendar
Next catalyst
Nov 30, 2026 – Dec 4, 2026
AWS re:Invent 2026 (Las Vegas) · source
Not yet announced / not on our calendar
Upcoming catalysts
Nov 30, 2026 – Dec 4, 2026
AWS re:Invent 2026 (Las Vegas) · source
None tracked
Most recent reported
Oct 29, 2026
Amazon.com, Inc. reports quarterly results · source
AWS growth, Trainium and capex guidance. Revenue: $201.94B (+12% y/y), per 10-Q.
Oct 21, 2026
Tesla, Inc. reports quarterly results · source
Autonomy/robotaxi and AI-compute commentary moves an AI-adjacent mega-cap. Revenue: $28.05B (-0% y/y), per 10-Q.
Key risks
  • “We Face Risks Related to Successfully Optimizing and Operating Our Fulfillment Network and Data Centers” — 10-K risk factor (filed 2026-02-06) · source
  • “Government Regulation Is Evolving and Unfavorable Changes Could Harm Our Business” — 10-K risk factor (filed 2026-02-06) · source
  • “Demand for our products and services may be impacted by the status of government and economic incentives supporting the development and adoption of such products.” — 10-K risk factor (filed 2026-01-29) · source
  • “Our information technology systems or data, or those of our service providers or customers or users could be subject to cyber-attacks or other security incidents, which could result in data…” — 10-K risk factor (filed 2026-01-29) · source
AI angle

AWS rents GPUs and its own Trainium chips and offers Bedrock model hosting; retail and ads are larger by revenue, so AI is concentrated in the AWS segment.

Tesla's AI exposure is its self-driving software, robotaxi plans, Optimus robot and training compute; vehicle sales still drive most revenue.

Full analysis: $AMZN →Full analysis: $TSLA →

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