Amazon: TorchNeuron takes aim at NVIDIA's software fortress - AWS could grow by 47% in 2027
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Morgan Stanley expects AWS to achieve revenue growth of 47% in 2027 and another 42% in 2028, making Amazon a top pick. TorchNeuron enables existing PyTorch code to run on Trainium with virtually no reprogramming, thus eliminating a key hurdle for Amazon's own AI chips. Amazon is simultaneously advancing its own chips and additional power supply. A new SMR project in Indiana aims for 960 MW of capacity. At Amazon (i), a larger story is emerging than just another acceleration of cloud growth. AWS is increasingly evolving into a vertically...
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