$AMZN almost never gets mentioned in the AI race. But look at what is actually happening: Anthropic is reportedly planning to commit $100B+ to AWS. Amazon just signed a $1B+ chip deal to build its own AI silicon (Trainium & Graviton). And a 20-YEAR nuclear power deal to keep the datacenters humming. The goal? Less reliance on $NVDA chips over time. The nuclear deal runs through Constellation, $CEG. Goldman just added Amazon to its October Conviction List with a $375 target. The bear case: roughly $220B in capex this year. That is a LOT of spending. So the debate: is $AMZN the quiet AI giant about to have its moment... or is all this spending about to backfire? Most underrated AI play in big tech, or the biggest money pit? Where do you stand? 👀
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5 Comments
Matt @tissuet · 20d
It will be the third and final wave of this AI revolution.. the efficiency phase... expect amazon to Skyrocket then
David Monroe
@d0p3y71 · 20d
I guess I’m confused 🤔 why they are renting space from each other rather than buying the property and using their own materials? AMZN and Google keep saying that they are going to produce their own chips but the numbers say otherwise? AMD is owned by Jensen cousin and he is thrilled when she makes a fortune. Doesn’t sound like NVDA is going anywhere soon
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