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Amazon AWS: The AI Infrastructure Empire
Gennaro Cuof · 2026-05-01 · via FourWeekMBA
Amazon’s latest earnings confirm what my previous analyses identified as the core thesis: AWS is no longer a cloud business with an AI layer on top — it is an AI infrastructure company with a cloud business underneath. Revenue grew 17% to $181.5 billion, but the number that matters most is AWS at 28% growth […] The post Amazon AWS: The AI Infrastructure Empire appeared first on FourWeekMBA .

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