Let's stick with Amazon and its AI strategy as the company gets set to kick off this AWF reinvent conference next week. Joining us now is Maxim Group senior consumer internet analyst Tom Forte. Tom, do you expect them to talk more about Agentic Commerce.Yeah. So I definitely think Aentic commerce and Agentic AI will be a key theme for reinvent next week in addition to the company focusing on which is something deer talked about and you talked about the tranium 3 chip uh their effort there which has double t ...

If you squint, the AI boom in 2025 looks like a mash-up of every infrastructure mania America has ever seen. The railroad boom of the 1800s. The electrification push in the roaring 1920s. The fiber internet mania of the late 1990s.Each era had the same three ingredients: breathless enthusiasm, an overbuilt network, and—after the crash—a foundation that quietly powered the next several decades of economic growth.That is the irony of bubbles. They punish the wrong investors, but reward the right infrastructur ...

Is ChatGPT Helping Or Hurting Amazon And Walmart? They Disagree https://t.co/L0QCvdMBpy ...

AI要"上天"! 北京拿出"时间表", 英伟达、谷歌、马斯克、亚马逊也都入场了 C 财联社 | 一图看懂 美国: | 公司/机构 | 核心计划/项目 | 目标及最新进展 | | --- | --- | --- | | 谷歌 | "捕日者"计划 | 通过将谷歌人工智能芯 | | | | 片搭载到太阳能驱动的 | | | | 卫星上送入太空，使太 | | | | 空成为实现人工智能计 | | | | 算规模化的最佳场所。 | | | | 谷歌拟在2027年初发射 | | | | 两颗搭载Trillium代TPU | | | | 的原型卫星,将AI算力 | | | | 部署到太空。 | | SpaceX | 扩大星链V3卫星规模 建设太空数据中心 | 马斯克表示,目标在4-5 | | | | 年将通过星舰完成每年 | | | | 100GW的数据中心部 | | | | 署。SpaceX最早可能在 | | | | 2026年上半年用"星舰" | | | | 发射数十颗星链V3卫 | | | | 星。 | | 亚马逊 | Project Kuiper | 亚 马 逊 创 始 人 J e f f | | | | Bezo ...

中概股普遍走高，霸王茶姬涨超4%，小马智行涨逾3%，阿特斯太阳能跌近2%。 编辑 ｜ 钉钉 11月28日，美股三大股指 开盘集体上涨，道指涨0.16%，纳指涨0.34%，标普500指数涨0.19%。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业平均 | 47503.70 | 76.58 | 0.16% | | 纳斯达克指数 | 23293.47 | 78.78 | 0.34% | | 标普500 | 6825.24 | 12.63 | 0.19% | 科技股多数上涨，谷歌、亚马逊涨约1%；存储芯片板块领涨，SanDisk涨超4%，美光科技涨2.8%，西 部数据涨2%。 ...

Core Insights - Amazon's stock has experienced significant volatility, with declines of over 30% occurring on three separate occasions in recent years, leading to substantial losses in market capitalization [2] - Despite a recent surge in stock price driven by advancements in cloud and AI, Amazon faces challenges from increased competition and substantial investments in AI infrastructure, which may temper future growth [3] Market Performance - Historical declines include a near 94% drop during the Dot-Com Bubble, a 65% decrease during the Global Financial Crisis, and over a 56% reduction during the Inflation Shock of 2022, indicating vulnerability to market downturns [5] - Even in strong market conditions, stocks can decline due to earnings reports and business updates, highlighting the importance of monitoring performance closely [6] Competitive Landscape - E-commerce competitors like Temu and Shein are gaining market share in the U.S., with 57% and 43% of consumers respectively, posing a challenge to Amazon's retail dominance [10] - The Amazon Haul initiative launched in November 2024 is struggling to gain traction, indicating potential weaknesses in Amazon's competitive strategy [10] AWS Growth Challenges - AWS growth has slowed to 17.5% year-over-year in Q2 2025, with competitors like Azure and Google Cloud expanding their market shares [10] - Regulatory investigations in the EU may impose additional compliance costs and challenges for AWS, particularly under the Digital Markets Act [10] Financial Metrics - Amazon's revenue growth stands at 10.9% LTM and an 11.3% three-year average, with a free cash flow margin of approximately 2.0% and an operating margin of 11.4% LTM [11] - The current P/E ratio for Amazon.com stock is 34.5, reflecting its valuation in the market [11]

信中还指责亚马逊放弃了自身的气候承诺。亚马逊正投入巨额资金建设新数据中心，为 AI 算力扩容，然而这些设施的能耗极高。亚马逊未来 15 年计划投 资 1500 亿美元（IT之家注：现汇率约合 1.06 万亿元人民币），近期又宣布在印第安纳与密西西比建造价值超过 180 亿美元的数据中心。公开信称公司排放 量自 2019 年以来增长约 35%，并担心新数据中心将迫使当地维持燃煤电厂运转甚至建设新的燃气电厂。 一名亚马逊用户研究员指出，"AI"成了削弱员工权力、集中资源并豪赌高能耗芯片的借口，而不是为了解决气候问题的发展方向。 IT之家 11 月 28 日消息，据英国《卫报》今晚报道，超过 1000 名亚马逊员工联合发布匿名公开信，对公司加速推进 AI 的方式提出强烈质疑。 工程师、产品经理、仓库员工等来自不同岗位的员工都参与联署。来自Meta、谷歌、苹果与微软的超过 2400 名员工也表达支持，显示对 AI 风险的担忧已 跨越整个行业。 IT之家从报道中获悉，公开信提出多项诉求： 这封信由"亚马逊气候正义员工联盟"的成员组织。一名参与起草的人表示，员工之所以站出来，是因为在工作中使用 AI 工具带来大量困扰，也 ...

All right, attention sports fans. Amazon Prime was going to air the Black Friday NFL matchup between the Eagles and the Bears later today. Joining us now live from Lincoln Field, it's Jay Marine, Amazon head of global sports and advertising as well as the head of Prime Video in the in the US.Uh Jay, great to see you this morning. 15 hours of live programming today. Tell us what that means for viewers and what it means for Amazon.Yeah. Well, first of all, thanks for having me. It's it's going to be a fantast ...

All right, attention sports fans. Amazon Prime was going to air the Black Friday NFL matchup between the Eagles and the Bears later today. Joining us now live from Lincoln Field, it's Jay Marine, Amazon head of global sports and advertising as well as the head of Prime Video in the in the US.Uh Jay, great to see you this morning. 15 hours of live programming today. Tell us what that means for viewers and what it means for Amazon.Yeah. Well, first of all, thanks for having me. It's it's going to be a fantast ...

Worries about AI one day replacing human workers have intensified in recent years — and as it turns out, that future has already arrived.MIT just released a study that found that AI can already replace 11.7% of the US labor market. The study utilized a labor simulation tool called the Iceberg Index, which models 151 million US workers and measures how AI overlaps with skills in each occupation. As AI starts to replace human workers, companies have been increasingly open about the role AI adoption is play ...