“Semi TRADE COOKED | Apple's NEW Products | Grok Bot CRUSHES”
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.