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How a $53.4 billion unrealized gain complicates Q2 profit even as AI run rate tops $25 billion annually.
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AWS owns chips, compute, and model access, but the biggest AI contracts depend on two cash-hungry frontier labs.
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Amazon's coordinated expansion in cloud, AI, and physical logistics signals a bid to define the next decade of digital commerce
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As enterprises demand portable AI models, AWS monetizes compute, storage, and security instead of picking a model winner.
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From 150 million daily recommendations to 984 million AI titles, how agentic commerce reshapes Amazon's marketplace economics.
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Why the retailer's multi-front AI push risks building a brittle infrastructure without common standards.
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The scramble to deploy AI without common standards echoes historical infrastructure failures across communications networks.
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How the e-commerce giant is converting internal capabilities into external services, echoing the AWS playbook.
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How the e-commerce giant is transforming its retail operations into a multi-layered platform ecosystem.
