AWS grows 39.3% to $45.98B as analyst says AI capex panic misses the real cloud story
DavidLinthicum · x · 2026-10-31
Cloud analyst David Linthicum pushes back on earnings-season panic over Amazon's AI spending: AWS grew 39.3% to $45.98B in the quarter — hardly weakness. Investors worry the AI buildout is outrunning the economics when weighing capex against free cash flow, a fair concern, but he argues short-term market reactions shouldn't be confused with sound long-term fundamentals.
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