Amazon: The True Winner of the Inference Wave with Productivity Gains Thanks to AI Agents!

We bought Amazon shares for our portfolio in February and made an additional purchase in March, so we are in at $205.33. The first 30% of paper profit has been generated. More will follow, as I believe Amazon is the true winner of AI inference. Inference becomes a cash machine Anthropic is now valued at $965 billion after its latest funding round, surpassing OpenAI as the most valuable AI startup in the world. The run rate is already beyond $47 billion. These revenues come from daily usage. Every query is a computational load that must be executed...