Amazon's Big Bet: How Investments in Nuclear Power and Copper Can Drive the Stock

In the data factories of the future, vertical integration seems to be a must, and Amazon is consistently implementing this strategy. On Thursday, Amazon Web Services signed a two-year agreement with Rio Tinto's (i) copper venture "Nuton" in Arizona. That says a lot. Vertical Integration: From Electricity to Raw Materials Amazon, which spends double-digit billions annually on data centers, clearly sees the need for vertical integration to further expand its cloud services and AI data business. As early as 2024, Amazon entered into a partnership...