Публикация

Amazon’s first 1 trillion market cap took 21 years, but moving from 2 trillion to 3 trillion only took a short two years. This kind of exponential acceleration comes from several engines roaring at the same time: ➫ AWS demand powering production capacity: 37% high growth, with $496 billion in orders. Even after investing nearly $220 billion in capital expenditures, capacity will still be tight in 2026. ➫ In-house chips cutting costs hard: Graviton and Trainium are pushing AI compute cost down to the bone. ➫ Advertising business fueling “blood”: achieving an annualized scale of nearly $80 billion, continuously delivering cash flow. With three-in-one—cost cutting, big orders, and cash flow—Amazon isn’t making a single-point breakthrough anymore; it’s synchronously accelerating multiple AI commercialization engines and compounding gains.$AMZN