
What investors don't know about Amazon
Dumb Money Live
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The Impact of AWS on Amazon's Business Strategy
This chapter analyzes the significance of Amazon's AWS business, detailing its contribution to margins and growth potential. It explores the shift from on-premise to cloud infrastructure, the slow migration process for organizations, and the comparison of AWS to Microsoft Azure. The conversation also delves into Amazon's AI offerings, potential revenue losses to competitors, and the massive growth potential projected for the cloud industry.
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