1. Amazon's AWS business, utilizing NVIDIA GPUs and custom AI chips, drives high profitability and productivity gains; 2. AWS's vertically integrated AI ecosystem and GenAI productivity improvements enhance margins; 3. Despite high CapEx and competition, Amazon's differentiated AI offerings and productivity gains justify a premium valuation.
Related Articles
- Amazon: Don't Wait Till It Enters Beast Mode2 months ago
- Smart and Compact Sensorics through Edge AI5 months ago
- Amazon Deep Dive: The Only Analysis You'll Ever Need5 months ago
- The Amazon Dip: There's Hardly Been A Buying Opportunity This Good In Ages5 months ago
- Nvidia: Ignore The Noise And Buy The Dip6 months ago
- PAVE360 SDV tech available on AMD CPUs and GPUs on Azure6 months ago
- CoreWeave, the AI Computing Power Giant Backed by NVIDIA, Aims for IPO with a Valuation of Up to 254 Billion RMB6 months ago
- Nebius Group: Ready To Storm New Peaks7 months ago
- Micron: Undervalued At 6x 2026 Profits Amid Massive AI Tailwind7 months ago
- Snowflake: A Top AI Play For 20258 months ago