AI cloud investment starting to show up in Amazon's numbers, says Roth MKM's Kulkarni

Uh let's continue to take a closer look at Amazon's report with Rohit Karnney from Roth NKM. Uh Roit, good to see you. So AWS growth 17.5%.We got some extra detail from Microsoft on uh Azure's overall growth. How does AWS's growth and the operating income at 10.2% billion look to you in terms of share and competitiveness with uh with the others. Um so AWS has been the leader as you know um they've been uh uh as the prior speaker said they've been caught a bit flatfooted on how to uh take advantage of the AI ...