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← @stocksavvyshay

$AMZN

BULLISH2026-10-23
Price around the call
↑ 2026-10-23
By horizonMaturing · ~21 trading days to go
1d
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5d
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21d
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Original post
Shay Boloor · 2026-10-23

$AMZN CEO says AI inference is still “an order of magnitude too expensive” for widespread adoption and believes Amazon’s Trainium chips could help bring costs down. And even at today’s prices AWS has already sold out its major capacity commitments for 2026 with most of 2027 and a good chunk of 2028 booked so imagine how much more demand cheaper inference could unlock.

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