From the call, it’s clear $Amazon(AMZN.US) management wants the Street to think of the company as a AI data center and c…
From the call, it’s clear $Amazon(AMZN.US) management wants the Street to think of the company as a AI data center and chips company. Forget retail.
That been the consistent message on the call, underscored by them doing the unthinkable: giving two-year AWS revenue growth guidance of 40%+ in each of 2027 and 2028, above the just-reported 39%. They typically only guide AWS one quarter out.They’re also saying AWS will be a trillion-dollar business in 5–10 years. In CY28 the Street is at $306B. Bottom line: they’re telling the Street that AWS is going to be much, much bigger.Source: Gene Munster
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.