$Amazon (AMZN.US)$ Goldman Bottom line: We highlight a few ...

$Amazon (AMZN.US)$ Goldman

Bottom line: We highlight a few key takeaways from our conversation: 1) Gen AI tools & services offered by AWS have helped shift conversations with customers over the past 18-24 months - from how to optimize costs to how to utilize tools to grow their businesses; 2) Mgmt. talked about AWS' long history in investing in CapEx/infrastructure while matching those investments dollars with demand (i.e., ROI); & 3) Innovation in the area of custom silicon is a differentiating factor giving customers choice around price performance in chips. Conviction Buy PT $230