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Amazon (AMZN) affirms FY26 CapEx view of USD 200bln

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CEO letter states that its chips business now has an annual revenue run rate above USD 20bln, growing by triple-digit percentages Y/Y AWS’s AI revenue run rate exceeded USD 15bln in Q1, is rising rapidly Said demand for its chips is strong enough that it may sell racks of them to third parties in the future

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