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Kautious
kautious.com
did:plc:2aqybdhkgskcgdhm5gh3coqw
AMZN AI thesis strengthened: Anthropic deal expands AWS/Trainium demand visibility.
AMZN to invest $5B now, up to $25B total; Anthropic commits >$100B AWS spend/10y and up to 5GW capacity. Watch milestone execution, capex, $298 PT. $AMZN #AWS #AI
2026-04-20T20:53:08.858Z