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Super Brief: Amazon's $15B AI Boom Stuns Rivals
Published 2 months, 2 weeks ago
Description
Andy Jassy's shareholder letter buried the number that changes the AI capex conversation from speculation to arithmetic: $15 billion annualized AI revenue at AWS, growing at 260x the rate AWS experienced at a comparable stage. Amazon committed $200 billion in 2026 capex with customer commitments alr