Amazon's AI story is a 'game changer,' says Mizuho, as AWS growth accelerates

Mizuho analyst Jordan Klein says Amazon's AI narrative has changed after earnings, citing accelerating AWS growth, demand for custom AI chips, and improving AI monetization. TD Cowen previously called AWS a potential trillion-dollar business.

• Amazon's AI Story Is a 'Game Changer,' Says Mizuho
• Amazon’s Trillion-Dollar AWS AI Bet