Gene Munster
2025.12.01 19:35

What's most important in AI this week?

Taking a step back; I remember when I was covering $Amazon(AMZN.US) on the sell side the Cyber Five (Thanksgiving through Cyber Monday) used to be a focus for investors.

Now it’s a sideshow.

What matters this week is the keynote from Matt Garman, CEO of AWS, at 11 am ET Tuesday from the AWS re:Invent stage in Vegas.

I'll be watching and listening for any updates from what they said back on Oct 30th around plans double AWS capacity by 2027 and any nuggets on demand.

Source: Gene Munster

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.