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Andy Wang says Amazon (AMZN) sent a clear message with its earnings: its A.I. investments are paying off. He calls the report a "credibility win" which shows AWS stands as a revenue stronghold for the ecommerce giant. Andy talks about how competitors from Microsoft (MSFT) to Anthropic stand against AWS's continuing momentum. He adds that Amazon's A.I. venture benefits its online retail business as well.

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AMZN Earnings Shows AWS Stands as a Growth Engine, A.I. Arms Race Reality

Schwab Network

AMZN Earnings Shows AWS Stands as a Growth Engine, A.I. Arms Race Reality