Amazon's Robot Army Will Mint Money For Shareholders

Amazon continues to outperform expectations, with strong Q1 results, robust AWS growth, and margin expansion driven by tech and robotics investments. AWS is the unstoppable growth engine, accelerating to a $117B run rate. With 85% of IT still on-premise, its dominance in cloud and AI is just beginning. Amazon's multi-layered AI strategy, featuring custom Trainium chips and its "Switzerland of AI" Bedrock platform, is already a multi-billion-dollar business growing at triple-digit rates.