---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000331786.md"
description: "What's most important in AI this week?Taking a step back; I remember when I was covering $Amazon(AMZN.US) on the sell side  the Cyber Five (Thanksgiving through Cyber Monday) used to be a focus for investors. Now it’s a sideshow.What matters this week is the keynote from Matt Garman, CEO of AWS, at 11 am ET Tuesday from the AWS re:Invent stage in Vegas.I'll be watching and listening for any updates from what they said back on Oct 30th around plans double AWS capacity by 2027 and any nuggets on demand.Source: Gene Munster"
datetime: "2025-12-01T19:35:55.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000331786.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000331786.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000331786.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# What's most important in AI this week?Taking a ste…


### Related Stocks

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

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