Amzn

Amazon Deep Dive: AWS Re-Accelerates, $200B AI Capex, and the Anthropic Flywheel—AMZN Is Being Repriced

AWS just posted its fastest growth in 15 quarters at +28% YoY, but the real story is Amazon's $200B capex bet on AI infrastructure—funded by retail, ads, and subscriptions. The Anthropic partnership deepens the flywheel, but free cash flow tells a harder truth.