The AI giant with cloud ambitions and historically low valuation that you should have on your radar now!
Amazon's combination of cloud dominance, proprietary AI chips, and unbeatable e-commerce infrastructure makes AMZN a structural winner of the AI revolution!
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As a long-time market observer, I am impressed by Amazon's strategic positioning in the AI era. CEO Andy Jassy expects that AWS could grow to a staggering USD 600 billion in annual revenue by 2036 – double his previous forecast. Given that AWS revenue is already USD 128.7 billion in 2025, I find this ambitious but not unrealistic. The planned investments of USD 200 billion in AI infrastructure will strain free cash flow in the short term but will be a crucial competitive advantage in the long run. Particularly the proprietary Trainium and Inferentia...
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