Amazon – the underestimated "Switzerland of the AI world" with the broadest growth engine in the big tech universe!

For me, Amazon is perhaps the most interesting pick among the hyperscalers after these numbers - especially because the story comes across so calmly. A revenue increase of 17% to 181.5 billion USD is solid, but the real highlight is delivered by AWS with 28% growth - the fastest pace since 2022. Andy Jassy's multi-model strategy on Bedrock (GPT-5.4 already live, increased Anthropic stake to 25 billion USD, OpenAI with two gigawatts of Trainium capacity onboard) makes the company a neutral infrastructure hub of the AI era - a structural advantage...