The $1 Trillion AI ROI Question Is Starting to Get Answered
The market remains skeptical about whether rising AI capex will pay off, but earnings season is starting to offer signs that the spending may be worth it.
$AMZN accelerated AWS growth to 37% while margins increased. AWS is already at roughly a $150 billion run rate, and CEO Andy Jassy said it could become a $1 trillion business in the future.