Amazon's AI Story Is a 'Game Changer,' Says Mizuho

You see, it is a game changer. What was it about Amazon's numbers that you liked. Well, um, yeah, I definitely think it was a game changer, just because the acceleration and AWS's growth on the top line at 37%, I think is really convinced more people that AI is, you know, improving their overall business. Um, and then the disclosure they gave in terms of how I, um, is impacting them on the silicon side, um, you know, with their graphics on and training, um, Chip, they're really well positioned.So all in all ...