亚马逊_亚马逊云科技在人工智能领域是否垫底-Amazon_ Is AWS in last place in AI_ [Part I]

20 October 2025 AMZN 250.00 USD Amazon.Com Inc Rating Outperform Price Target U.S. Internet Mark Shmulik +1 917 344 8508 mark.shmulik@bernsteinsg.com Wenhuan Chang +1 917 344 8546 wenhuan.chang@bernsteinsg.com Lavnik Balyan +1 917 344 8563 lavnik.balyan@bernsteinsg.com Amazon: Is AWS in last place in AI? [Part I] Growing pies and shrinking slices. If there's a singular framework to tackle tech debates, this is it. Facebook and TikTok, Google and ChatGPT, Uber and Robotaxis, and now AWS and AI/ neo-clouds. I ...