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Amazon (AMZN) says AI margins are improving rapidly and CapEx payback continues to accelerate, expects to spend meaningfully more on CapEx in 2027
ORIGINAL · NewsquawkAmazon (AMZN) says AI margins are improving rapidly and CapEx payback continues to accelerate, expects to spend meaningfully more on CapEx in 2027Read originalHide original
CEO says that with Trainium chip demand so strong, customers are encouraging Amazon to make it available outside of AWS, and it intends to do so in late 2027.
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The headline reports improving AI margins, faster CapEx payback, and higher 2027 CapEx; the CEO also says Trainium may be offered outside AWS in late 2027.
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CEO says that with Trainium chip demand so strong, customers are encouraging Amazon to make it available outside of AWS, and it intends to do so in late 2027.
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