# $85b Amazon's advertising business is booming, projected to reach an $85B annualized run rate with strong EBITDA margins, while hyperscalers are in an unprecedented AI capex arms race, projecting hundreds of billions in spending. ### About $85b This topic revolves around significant financial figures, particularly in the billions, related to technology companies, investments, and large-scale projects. ### Top $85b Social Posts Top posts by engagements in the last [--] hours *Showing a maximum of [--] top social posts without a LunarCrush subscription.* "More on $AMZN: Pretty much all of the narrative around $AMZN is AWS which is fair considering predominantly all of the CapEx is going there. But $AMZN Ads is such an underrated segment. Ads has a run rate of $85B growing 23% YoY with 30-40% EBITDA margins. I'll go conservative with 30% so $25.5B in EBITDA. $TTD (far smaller) is growing far less at 15% YoY and trades at 9x EBITDA. That has to be the absolute base which would value at $230B right now. A more realistic valuation is probably around $NFLX EBITDA multiple. $NFLX is growing at 18% for 20.5x EBITDA and again is smaller than Ads in" [X Link](https://x.com/MMMTwealth/status/2019807543183229390) [@MMMTwealth](/creator/x/MMMTwealth) 2026-02-06T16:16Z 64.3K followers, 12.5K engagements "Here's what makes this interesting: $AMZN has 44x interest coverage which means they can outspend every competitor you listed on ad infrastructure without touching profitability. That's the real edge not just the current $85B run rate. They have balance sheet room competitors don't. How much does financial flexibility matter for ad market share https://twitter.com/i/web/status/2019801530862297214 https://twitter.com/i/web/status/2019801530862297214" [X Link](https://x.com/VulcanMK5/status/2019801530862297214) [@VulcanMK5](/creator/x/VulcanMK5) 2026-02-06T15:53Z [----] followers, [---] engagements "If $AMZN s ad engine keeps compounding the spillover isnt just to $META or $TTD. Smaller ad tech infra names like $MGNI and $PERI quietly benefit from budget expansion downstream. $AMZN AD BUSINESS ALONE IS WORTH $450B $META trades at 12x EBITDA growing 24% $NFLX trades at 21x EBITDA growing 18% $TTD trades at 9x EBITDA growing 14% The ad unit is an $85B revenue business growing 23% with 35% margins. At 15x EBITDA that implies https://t.co/76qRzsOwM4 $AMZN AD BUSINESS ALONE IS WORTH $450B $META trades at 12x EBITDA growing 24% $NFLX trades at 21x EBITDA growing 18% $TTD trades at 9x EBITDA" [X Link](https://x.com/Analytica_X/status/2019774944503079231) [@Analytica_X](/creator/x/Analytica_X) 2026-02-06T14:07Z [----] followers, [---] engagements "$AMZN AD BUSINESS ALONE IS WORTH $450B $META trades at 12x EBITDA growing 24% $NFLX trades at 21x EBITDA growing 18% $TTD trades at 9x EBITDA growing 14% The ad unit is an $85B revenue business growing 23% with 35% margins. At 15x EBITDA that implies roughly $450B of value or about 20% of the current valuation. https://twitter.com/i/web/status/2019772323541504019 https://twitter.com/i/web/status/2019772323541504019" [X Link](https://x.com/StockSavvyShay/status/2019772323541504019) [@StockSavvyShay](/creator/x/StockSavvyShay) 2026-02-06T13:57Z 347.8K followers, 57.4K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
Amazon's advertising business is booming, projected to reach an $85B annualized run rate with strong EBITDA margins, while hyperscalers are in an unprecedented AI capex arms race, projecting hundreds of billions in spending.
This topic revolves around significant financial figures, particularly in the billions, related to technology companies, investments, and large-scale projects.
Top posts by engagements in the last [--] hours
Showing a maximum of [--] top social posts without a LunarCrush subscription.
"More on $AMZN: Pretty much all of the narrative around $AMZN is AWS which is fair considering predominantly all of the CapEx is going there. But $AMZN Ads is such an underrated segment. Ads has a run rate of $85B growing 23% YoY with 30-40% EBITDA margins. I'll go conservative with 30% so $25.5B in EBITDA. $TTD (far smaller) is growing far less at 15% YoY and trades at 9x EBITDA. That has to be the absolute base which would value at $230B right now. A more realistic valuation is probably around $NFLX EBITDA multiple. $NFLX is growing at 18% for 20.5x EBITDA and again is smaller than Ads in"
X Link @MMMTwealth 2026-02-06T16:16Z 64.3K followers, 12.5K engagements
"Here's what makes this interesting: $AMZN has 44x interest coverage which means they can outspend every competitor you listed on ad infrastructure without touching profitability. That's the real edge not just the current $85B run rate. They have balance sheet room competitors don't. How much does financial flexibility matter for ad market share https://twitter.com/i/web/status/2019801530862297214 https://twitter.com/i/web/status/2019801530862297214"
X Link @VulcanMK5 2026-02-06T15:53Z [----] followers, [---] engagements
"If $AMZN s ad engine keeps compounding the spillover isnt just to $META or $TTD. Smaller ad tech infra names like $MGNI and $PERI quietly benefit from budget expansion downstream. $AMZN AD BUSINESS ALONE IS WORTH $450B $META trades at 12x EBITDA growing 24% $NFLX trades at 21x EBITDA growing 18% $TTD trades at 9x EBITDA growing 14% The ad unit is an $85B revenue business growing 23% with 35% margins. At 15x EBITDA that implies https://t.co/76qRzsOwM4 $AMZN AD BUSINESS ALONE IS WORTH $450B $META trades at 12x EBITDA growing 24% $NFLX trades at 21x EBITDA growing 18% $TTD trades at 9x EBITDA"
X Link @Analytica_X 2026-02-06T14:07Z [----] followers, [---] engagements
"$AMZN AD BUSINESS ALONE IS WORTH $450B $META trades at 12x EBITDA growing 24% $NFLX trades at 21x EBITDA growing 18% $TTD trades at 9x EBITDA growing 14% The ad unit is an $85B revenue business growing 23% with 35% margins. At 15x EBITDA that implies roughly $450B of value or about 20% of the current valuation. https://twitter.com/i/web/status/2019772323541504019 https://twitter.com/i/web/status/2019772323541504019"
X Link @StockSavvyShay 2026-02-06T13:57Z 347.8K followers, 57.4K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/topic/$85b