Bloomberg Tech Amazon Shares Soar on Cloud Growth
12 snips
Oct 31, 2025 
Khozema Shipchandler, CEO of Twilio, shares insights on Q3 results and the booming adoption of voice AI technology, discussing strategies for product performance and market growth. Michael Intrator, CEO of CoreWeave, reveals plans for data center expansion despite challenges from a terminated acquisition. Futurist Amy Webb analyzes the geopolitical landscape, particularly the U.S.-China tech dynamics and their impact on semiconductors. Together, they explore the evolving tech sector and its implications for businesses.
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AWS Reacceleration Drives Amazon Rally
- AWS reaccelerated to ~20% growth in Q3, driving significant upside for Amazon's stock.
- Faster capacity deployment and 3.8 gigawatts of power expansion imply sustained revenue gains from cloud.
Vertical Integration Is Strategic For Scale
- Vertical integration (chips, power, cooling) materially reduces reliance on third parties for hyperscale AI needs.
- Brad Erickson says in-house Tranium chips and infrastructure control will sustain future growth.
AI Efficiencies Are Shaping Headcount Moves
- Generative AI is producing business-wide efficiencies that likely contribute to headcount reductions.
- Andy Jassy framed cuts as flattening over-hiring, but Brad warns AI-driven efficiencies are a real factor.