AWS

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Last mentioned: 4d ago

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Markets Bullish

Amazon's AI Valuation Gap: Why AWS is the Premier 'Steal' of 2026

As the artificial intelligence trade transitions from hardware infrastructure to the application and cloud layers, analysts are identifying Amazon as the premier value play for 2026. The company's dual-threat strategy of proprietary AI silicon and the AWS Bedrock platform has created a significant valuation gap compared to pure-play chipmakers.

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