AWS will be a $1T business, Jassy says. But first, it will spend big.
THE SO WHAT
AWS is explicitly trading near-term free cash flow for a shot at owning AI cloud — that means more aggressive buildout of custom silicon, data centers, and higher-level services. As a customer, you’ll see richer AI primitives and better pricing in the near term, but you should also expect more opinionated platform moves that make multi-cloud harder in practice.
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