---
title: "For the $Amazon(AMZN.US) call:1. How much of AWS capacity constrained? They were in March.2. How far"
description: "For the $Amazon(AMZN.US) call:1. How much of AWS capacity constrained? They were in March.2. How far away are they from their long-term automation target? What does that mean for operating margins lon"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000173168.md"
published_at: "2025-07-31T20:37:32.000Z"
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449)"
---

# For the $Amazon(AMZN.US) call:1. How much of AWS capacity constrained? They were in March.2. How far

For the $Amazon(AMZN.US) call:

1\. How much of AWS capacity constrained? They were in March.

2\. How far away are they from their long-term automation target? What does that mean for operating margins long-term?

3\. Tariff update

Source: Gene Munster

### Related Stocks

- [AMZN.US - Amazon](https://longbridge.com/en/quote/AMZN.US.md)

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.