Nebius Return Rate
MicrosoftAug 3 at 08:49 AM
$Amazon(AMZN.US) With a 39.4% operating margin, AWS accounted for Amazon's revenue with a total of $42.2 billion and an annual run rate of $169 billion and a backlog of contracts totaling $496 billion, was a tremendous success. Additionally, both the AWS AI and custom chips businesses were reported to have an annual revenue run rate of over $25 billion and growth in excess of 100%. The non-cash revaluation of Amazon's Anthropic stake of $53.4 Billion, which takes EPS to $5.75, shows how strongly core performance was. On the other hand, $35 Billion was put forward by Amazon for OpenAI. The purpose was to gain the revenue for computing resources. It also was a financial investment and a strategic investment to give them the computing resources and the strategic advantage OpenAI will have if it becomes the dominate player in enterprise AI. Of course, this is in assumption that OpenAI can stop getting into controversial matters and not drag their investors down. @Captain's Treasure
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