Amazon: How the Weakness of Neoclouds Could Become a Major Opportunity for AWS

The concerns about a potential AI infrastructure bubble do not change my positive outlook on Amazon (i). I now see AWS even more as a potential winner and remain positioned. Demand is not the issue for me AWS continues to grow rapidly. In the second quarter, revenue rose by 37% to $42.2 billion. At the same time, Amazon had approximately $496 billion in long-term customer commitments that had not yet been recognized as revenue, most of which pertain to AWS, as of the end of June. According to AWS CFO John Felton, servers and networking technology...