Amazon just shattered records with $200 billion in revenue and a 40% jump in operating income, fueled by AI bets — especially their Anthropic stake and powerhouse AWS. Despite a $7.6B free cash flow hit from massive AI infrastructure spending — projected to hit $220B by 2026 — CEO Andy Jassy says demand is exploding. They’re already scrambling to meet 2026-2027 demand, with 2028 bookings “striking.” Their long-term data center investments (30+ years ROI) and short-cycle servers (break-even in <3 years) are set up for huge future cash flows. Investors are thrilled: Amazon’s AI gamble is paying off big time.
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