Amazon: NVIDIA CEO Huang Declares the Age of AI Inference. AWS Aims to Increase Revenue by 366% to 600 Billion USD by 2036!
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As soon as the term capital expenditures (Capex) comes up, fingers twitch over the sell button. However, while Wall Street laments Amazon's planned USD 200 billion Capex (i) for 2026, Jensen Huang just delivered the most significant bullish story of the year at GTC. His message: Nvidia is the ultimate broker for AWS, and the age of AI inference has begun. Amazon CEO Andy Jassy also confirms that they have "very clear and distinct demand signals." Capacity Constraints at AWS: When Demand Exceeds Supply "Our relationship with cloud service providers...
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