Amazon (AMZN)
3 articles on this topic, newest first.
AI's Bottleneck Isn't One Chip Anymore
Huawei's AI accelerator prices jumped because of HBM costs, Amazon built a deal worth up to $60 billion with Qualcomm, and OpenAI pulled financial data and workflows into ChatGPT. Three different stories point to one shift: AI investment is no longer just about buying more GPUs.
The industry wins, the shareholder loses: AI's most awkward scenario
The biggest risk in AI is not that the technology fails. It is that AI works, spreads through the economy, and still destroys returns because too much capacity gets built. The internet succeeded. Plenty of dot-com investors did not.
Same cloud, three different ways to earn the money back
Microsoft, Alphabet and Amazon are all spending enormous sums on AI infrastructure. The route each one takes to recover that capital is not the same, and that is what decides the winner.
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