Amazon's aggressive AI hardware acquisition (Nvidia partnership) and database software investment support its position as a major AI player; future margin expansion relies on significant workforce automation via robotics.

Moving on to Amazon started the week at 261. Shares caught a bid late in the week, up nearly 1.8% 8% to finish the week at 266.

AWS and Nvidia striking a strategic partnership for $2 million 2 million additional GPUs. It's going to cost way more than $2 million. 2 million Nvidia GPUs is billions of dollars.

This is on top of the 1 million GPUs that Amazon agreed to buy starting in 2026.

So Amazon is going all in not only on their own custom silicon but also Nvidia's as well. This is obviously to serve their big giant customers that they have big giant investments in both anthropic and open AAI likely for large training runs.

Now company also acquired Duck Labs which is I believe a version of database software. Now, it doesn't include some of the open- source software, including Duck DB and Duck Lake, but it does is more or less one of these aquaers, if you will, where you bring key technology and resources and knowledge to the database side.

And I've long said if you follow my content closely, the one piece of software that or there two pieces of software if you include cyber security in something that is software that is not going to get designed out and database is going to be the lynchpin of AI for a long period of time.

Now the company is continuing to try to vibe code out its employees. That is somewhat of a joke. But the company is developing Tet Romeo or something like that. Basically, this is just another lab inside of Amazon that is trying to automate processes that can be automated.

As the company has trouble maintaining employment at its warehouses, they need to continue to try to replace and make in a lot of ways those jobs safer and more palatable for the people that do want to stay there for a couple of years.

And I've long held the belief that Amazon is going to replace large swaths of its employees with robots. And that is when the margins over at this company will expand tremendously and they'll probably have a trillion dollars of revenue at that time.

Now, Thomas Vehicles continue to get their moment in the sun as Zuks, which is Amazon's entry into the market. They expanded their robo taxi footprint in San Francisco. If you go to Las Vegas and San Francisco, you tend to see quite a few of these.

Whimo has already ramped up and then you have Amazon Zuks as well operating in Las Vegas in San Francisco.

Amazon put up a big old green candle. Man, that was a big green candle off your shorterterm moving averages. Just showing you there is buyers that step in there. Just created a new higher high on Amazon. Not much to see there.