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Posted by
Two Blokes Jun 21 -
Filed in
Stock
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Amazon continues to outperform expectations, with strong Q1 results, robust AWS growth, and margin expansion driven by tech and robotics investments. AWS is the unstoppable growth engine, accelerating to a $117B run rate. With 85% of IT still on-premise, its dominance in cloud and AI is just beginning. Amazon's multi-layered AI strategy, featuring custom Trainium chips and its "Switzerland of AI" Bedrock platform, is already a multi-billion-dollar business growing at triple-digit rates.
