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I am truly impressed by the spectacular revival of growth dynamics at Amazon Web Services (AWS), the clear profitability engine of Amazon (i). The 20% revenue increase in the third quarter of 2025 – the highest growth rate in eleven quarters – disproves all skeptics who had already written off Amazon in the AI race. The fact that AWS has achieved this level of growth acceleration signals to me that the early monetization of AI technologies in the cloud business is in full swing. Analysts' forecasts for the final quarter (21% to 22% growth) also...
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