Amazon (AWS)

Net sales of $200.6 billion, up 20%, with operating income of $27.5 billion. AWS segment sales of $42.2 billion, up 37% year on year and the division's fastest growth in eighteen quarters, with segment operating income of $16.6 billion against $10.2 billion a year earlier, out of a group operating income of $27.5 billion. Establishes that the campaign has not touched the company's finances, and that divestment arguments should be framed as exclusion on principle rather than pressure on the share price.

Demonstrators affiliated with the boycott, divestment and sanctions movement took the stage during a presentation by Werner Vogels, Amazon's vice-president and chief technology officer, at the United Nations AI for Good Global Summit in Geneva on 8 July 2026, holding a 'No Tech for Apartheid' sign. One protester challenged Vogels over the $1.2 billion Nimbus contract before security removed the demonstrators, placing him in a chokehold.

At the annual meeting on 20 May 2026 all director nominees were re-elected. Opposition from shareholders other than insiders ran at 11.36% against Jonathan Rubinstein, 8.2% against Jamie Gorelick, 7.47% against Patricia Stonesifer and 6.35% against Andrew Ng. Shareholder proposals on charitable partnerships, data centres and climate, an independent board chair and a worker-oriented artificial intelligence advisory council were all voted down. The record a pension fund or fund manager can be asked to account for.

A letter to shareholders from American Baptist Home Mission Societies, SOC Investment Group, Investor Advocates for Social Justice, Oxfam America and United for Respect Education Fund, urging a vote against four directors on the nominations and corporate governance committee. It records that Amazon excluded three properly filed proposals from its 2026 proxy statement after the US Securities and Exchange Commission stopped reviewing exclusion requests in November 2025, and reproduces the excluded text. One proposal asked for a report on the alignment between Amazon's sale of artificial intelligence and its own Responsible AI approach, citing the $1.2 billion Nimbus contract, the 2024 reporting on Israeli military use of AWS, and the October 2025 finding that the contract prohibits AWS from suspending, withdrawing or restricting use of its technologies.

The digital rights organisation reports that after writing to both companies in late 2024 about Project Nimbus, which it describes as covering Israel's Ministry of Defense and the Israeli Security Agency, 'Amazon has completely ignored our original and follow-up letters', while Google repeatedly promised a response that did not come. It contrasts this with Microsoft, which investigated after a public leak and found its Israeli government client had misused its services. It asks both companies to publish an independent human rights impact assessment of Project Nimbus, to disclose how they enforce their own artificial intelligence principles in high-risk government contracts, and to commit to suspending services where there is a credible risk of serious harm.

The Israeli research centre records Amazon under the Gaza genocide and Israeli military tags, for both Gaza and the West Bank. It sets out the Nimbus tender as valid from May 2021 to May 2028 with an option to extend for a further 132 months, with an initial investment estimated at NIS 4 billion in local cloud sites; AWS supplying cloud infrastructure to the Ministry of Defense's Digital and Information Technologies Division; a system operated by the Military Intelligence Directorate residing in Amazon's public cloud with unlimited storage, in use since at least the end of 2022; Rafael's migration of its unclassified information environments to AWS in June 2023; a conference Amazon hosted at its Tel Aviv offices in January 2026 with an Israeli military intelligence commander; and settlement-produced goods sold on Amazon's platform, including from the Achva plant in the Ariel industrial zone. The page states the information is valid until 04/02/2026.

The American Friends Service Committee's company file records AWS as the main cloud provider for the Israeli government and military. It notes that the Israeli military played a leading role in designing the Nimbus tender and selecting the winning bids; that Nimbus users include the Israel Security Agency, police, prison service, land and water authorities, municipalities and the Settlement Division of the World Zionist Organization; that Amazon and Google committed to reciprocal procurement and industrial cooperation in Israel at 20% of the contract value; that Amazon's retail platform and Whole Foods stores carry settlement-produced goods including Ahava cosmetics, Achva tahini and Barkan mounting systems; and that Amazon began offering free shipping to settlements in 2019 without a comparable service for Palestinians, reversing the policy in March 2020.

The Palestinian coalition that coordinates the boycott, divestment and sanctions movement names Amazon and Google over Project Nimbus as pressure targets, asking for boycotts where reasonable alternatives exist, lobbying, peaceful disruption, social media pressure and strategic litigation, and for institutions to cut contracts and divest. Amazon also appears on the committee's separate list of technology companies for divestment and exclusion. The campaign follows a call from more than a thousand Google and Amazon workers.

The UK research charity runs a consumer boycott of Amazon over Palestine, asking shoppers to avoid the platform where possible, buy direct from independent shops and avoid Amazon-owned products such as Ring cameras. It cites the 2021 Nimbus contract, the cloud support provided when Israeli military capacity overloaded in 2023, the petition to Andy Jassy signed by more than 1,700 staff, and the September 2025 suspension of the engineer who urged colleagues to oppose Amazon's Israeli ties.

Joint investigation by the Guardian, +972 Magazine and Local Call, based on leaked Israeli finance ministry documents including a finalised version of the Nimbus agreement. The terms prohibit the companies from revoking or restricting Israel's access to their cloud platforms, whether because of a change in company policy or because Israel's use breaches their terms of service; doing so would 'discriminate' against the Israeli government and trigger financial penalties and a breach claim. Israel is 'entitled to migrate to the cloud or generate in the cloud any content data they wish'. A separate 'winking mechanism' requires payments of between 1,000 and 9,999 shekels, matching a country dialling code, within 24 hours of Israeli data being handed to foreign authorities under a gag order. Microsoft bid for the same tender, refused some of Israel's demands and lost. Amazon did not answer whether it knew of Israel's plan to move a mass collection of intercepted Palestinian calls onto AWS; its spokesperson said Amazon does 'not have any processes in place to circumvent our confidentiality obligations on lawfully binding orders'.

Internal Amazon financial records and emails show AWS supplying Rafael Advanced Defense Systems and Israel Aerospace Industries through 2024 and 2025. Rafael bought artificial intelligence through Amazon Bedrock, including access to Anthropic's Claude and Amazon's own Titan model; the documents record a 35% discount on services for the Israeli Ministry of Defense. The Israeli military is recorded using Amazon Rekognition, the company's facial recognition service, alongside Elastic Compute Cloud and networking and storage tools. Amazon declined to comment or to answer a detailed list of questions, including whether it had conducted a human rights impact assessment before selling to weapons manufacturers.

Amazon terminated Shahrour after a five-week suspension. The company said he had violated internal policies including its standards of conduct and acceptable use policies, and that he had misused company resources by posting non-work-related messages about Israel and Palestine. Google dismissed 28 workers in April 2024 over sit-in protests at the same contract; this is the documented Amazon dismissal.

The UN Independent International Commission of Inquiry concluded on reasonable grounds that Israeli authorities and Israeli security forces have committed and are continuing to commit acts of genocide against Palestinians in the Gaza Strip, that they have and continue to have genocidal intent, and that the State of Israel bears responsibility for the failure to prevent genocide, the commission of genocide and the failure to punish genocide. The analysis covers Gaza over the period 7 October 2023 to 31 July 2025.

Ahmed Shahrour, a Palestinian software engineer in Amazon's Whole Foods business in Seattle, emailed the chief executive and senior leaders on 8 September 2025 and posted to internal Slack channels urging Amazon to drop Project Nimbus. Amazon suspended him with pay, revoked his access to company email and tools and removed his posts. An Amazon spokesperson said the company does not tolerate 'discrimination, harassment, or threatening behavior or language of any kind' and investigates reported conduct. Shahrour wrote publicly that he maintained 'the tools that make this company profit, while my people are burned and starved with the help of that very profit'.

Names Amazon.com, Inc. Records that Israel awarded Alphabet and Amazon a $1.2 billion contract in 2021, largely funded through Ministry of Defense expenditure, to provide core technology infrastructure. Finds that Microsoft, Alphabet and Amazon 'grant Israel virtually government-wide access to their cloud and artificial intelligence technologies', that the Nimbus consortium stepped in with critical cloud and artificial intelligence infrastructure when the Israeli internal military cloud overloaded in October 2023, and that Israel-located servers ensure data sovereignty under contracts offering minimal restrictions or oversight. Separately records e-commerce platforms including Amazon.com operating directly in settlements.

The Resource Centre invited Amazon on 15 April 2025 to respond to allegations concerning its role in mass surveillance of Palestinians and to set out what steps it had taken to address grave human rights violations. Amazon did not respond. The Resource Centre publishes both the invitation and the non-response, which is the standard record used by investors assessing a company's engagement.

The International Court of Justice found Israel's continued presence in the occupied Palestinian territory unlawful, held settlements and their associated economic activity contrary to international law, and set out the obligations of states in relation to dealings arising from the occupation. The legal framework on which public procurement reviews and institutional exclusion decisions rest.

Israeli intelligence sources describe AWS providing the Military Intelligence Directorate with a server farm in Amazon's public cloud, giving the military 'endless storage' for intelligence on almost 'everyone' in Gaza, in use since at least the end of 2022. The sources say the stored material helped on rare occasions to confirm aerial assassination strikes in Gaza, strikes that also killed and harmed Palestinian civilians. Multiple sources describe the army's cooperation with Amazon as particularly close. An Israeli army commander confirmed the use of public cloud providers at an 'IT for IDF' conference in July 2024.

Investigation into the tender documents, reporting a provision requiring Amazon and Google to sell cloud services to Rafael Advanced Defense Systems and Israel Aerospace Industries. An attorney for the Israeli Ministry of Finance, asked whether the companies could ever terminate service to the government, answered: 'According to the tender requirements, the answer is no.' The project is governed by an amended set of confidential terms rather than the companies' standard terms of service.

Amazon's own press release announcing the AWS Israel (Tel Aviv) Region, three availability zones built after Israel selected AWS as its primary cloud provider under the Nimbus contract of 2021. Amazon states a planned investment of $7.2 billion through 2037, estimated to add $13.9 billion to Israel's GDP and to support 7,700 full-time equivalent jobs a year. Israel's Accountant General, Yali Rothenberg, is quoted welcoming the region 'as part of project Nimbus'. The primary source for the scale of Amazon's Israeli commitment, in Amazon's own words.

From November 2019 Amazon offered free delivery on orders above $49 to customers in Israeli settlements in the occupied West Bank while charging customers who selected the Palestinian territories $24 or more. Palestine's finance minister Shukri Bishara and economy minister Khaled al-Osaily wrote jointly to the company on 26 February 2020 and the Ministry of Economy threatened proceedings. Amazon extended free delivery to the occupied West Bank on 4 March 2020, saying it had resolved 'multiple technical, legal and logistical challenges'. The Ministry of Economy attributed the reversal to 'a series of Palestinian measures'. The clearest documented instance of Amazon changing a policy on Palestine under pressure.