Amazon: The True Winner of the Inference Wave with Productivity Gains Thanks to AI Agents!
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At Amazon (i), we entered the US model portfolio in February and made an additional purchase in March, so we are in at 205.33 USD. 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 USD after its latest funding round, surpassing OpenAI as the most valuable AI startup in the world. The run rate is already beyond 47 billion USD. These revenues come from daily usage. Every query is a computational load...
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