@gimme_the_facts@RihardJarc He mentioned hyperscaler’s margins are agnostic to which model their customers use. As long as traffic increases (which he argues it will) then this is only good news for cloud hyperscalers since they just provide the infrastructure to the AI models.
@AllKindsWeather Horrible contract. Makes nooooo sense how we negotiated that. But, make him suffer and don’t pay him out. Buyout decreases by $10M if we wait until the end of the season.
$AMZN Q3!Sales above forecast and aws capacity constraints should begin to ease up and some of that backlog will start hitting AWS revenue, accelerating growth there. Lower operating margins mainly due to CAPEX spending which will benefit AWS revenue/ profit in upcoming years.
@Zeff_Pena @DividendDude_X Think investors want absolute certainty that AI is and will not cannibalize their search ad revenue. I’ve been buying but that is why it’s so cheap.