Amazon: Barclays sees 50% upside potential. The $600 billion revenue forecast for AWS is conservative!

Amazon (i) is one of our AI favorites. By 2036, the cloud division's revenue is expected to rise to $600 billion. AWS positions itself as the ultimate beneficiary in the inference phase with AI agents and superintelligence. Why Barclays sees 50% potential for the stock Analysts at Barclays see Amazon as a winner in AI with a target of $300. The revenue target for AWS implies an annual growth rate of 11% starting in 2028, a forecast that appears rather "conservative." Optimistically, the agreement with OpenAI is expected to secure AWS a volume...