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The victory of the Democrats in the US midterms and the possible tightening of data center regulations do not change my bullish stance on Amazon (i). On the contrary: I see it as an opportunity for AWS under certain conditions. If the expansion of new AI data centers is slowed down, but demand remains unchanged, Amazon could benefit in two ways. Tighter capacities enable higher prices AWS already has a strong market position. According to CEO Andy Jassy, the capacities for 2026 are practically sold out, large parts of 2027 are allocated, and...
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