Amazon’s AI Potential Outshines Short-Term Cloud Slowdown
Amazon's stock dipped 10% following slower growth in its cloud division, but long-term investors see a different story. While AWS revenue grew 17.5% to $30.9 billion last quarter—lagging Microsoft Azure's 34% surge—the e-commerce giant remains a formidable AI contender through its Anthropic partnership.
Wall Street's fixation on quarterly comparisons overlooks Amazon's structural advantages. By 2030, the company could eclipse Nvidia and Palantir combined in market value, leveraging its cloud infrastructure, logistics network, and AI research investments. The market underestimates Amazon's ability to monetize AI across its ecosystem.