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Takeaways by efinAIการเติบโตของ AWS ที่ประมาณ 17% จะเพียงพอที่จะหนุนมาร์จิ้นและราคาหุ้นในระยะยาวหรือไม่?การเร่งลงทุนในชิปเฉพาะทาง (Trainium 2/Graviton) จะช่วยให้ Amazon ได้เปรียบด้านต้นทุนและผลิตภัณฑ์ AI แค่ไหน?ความเสี่ยงจากผู้เล่นอีคอมเมิร์ซราคาต่ำและแรงกดดันด้านกฎระเบียบ จะกระทบธุรกิจ Marketplace และโฆษณามากน้อยเพียงใด?
