Bank of America Bullish on Amazon (AMZN) Ahead of AWS re:Invent 2025 Conference
Amazon Web Services (AWS) will host its re:Invent 2025 conference in Las Vegas from December 1–5, with Bank of America analysts anticipating major AI updates. Key focuses include Amazon’s new Tranium3 AI chips, offering double the compute power and 50% greater energy efficiency than predecessors. Comparisons to Google’s TPUs and Gemini models are expected to dominate discussions.
OpenAI’s $38 billion commitment to AWS compute power underscores the strategic partnership, with potential API integrations for Amazon’s Bedrock platform. Analyst Justin Post highlights Trainium’s $1 billion+ valuation and 150% quarterly growth as indicators of AWS’s expanding AI ecosystem.