CEO of AWS since 2024, oversees cloud infrastructure, AI services, and custom silicon (Trainium, Graviton), previously ran sales and marketing.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
AWS AI business hit $25B revenue run rate with growth across frontier labs, startups, and enterprises in every industry; inference workloads increasingly dominate; $220B capex plan for 2024 with five-year customer commitments through 2028; Trainium chips deliver 20-30% inference cost savings and are sold out through 2025.