Amazon: Three New Triggers - AWS Increases AI Prices, Logistics Network Grows to 99.9%, and Goldman Sachs Sets $375 Target

Amazon plans to expand its own delivery network to cover around 95% of all US ZIP codes and meet 99.9% of customer demand by 2029. AWS will increase prices for reserved B300, B200, and H100 GPU capacity by approximately 15% starting October 7. Goldman Sachs adds Amazon to the US Conviction List and maintains a Buy rating with a price target of $375.   Amazon aims to reach 99.9% of US customer demand on its own According to an internal plan seen by Business Insider, Amazon (i) aims to expand its own delivery network's reach from approximately...