Clouded Judgement 11.1.24 - Amazon, Google, Microsoft & Meta on AI and CapEx
Clouded Judgement
NOVEMBER 1, 2024
” AWS on AI “AWS's AI business is a multibillion-dollar revenue run rate business that continues to grow at a triple-digit year-over-year percentage and is growing more than 3x faster at this stage of its evolution as AWS itself grew." ” No commentary on 2025 AWS CapEx Q3 CapEx: $22.6B
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