Hahaha, exactly my thoughts when I tapped in, "is this circular trading?", the fact that it is raised in the article is an obvious yes.
All these investments, just feel like stunts to keep the AI gold rush going on, further feeding the bubble.
The value of AI as we know it, is simply not what is shown on the market, investors are jumping at any and almost every excuse that has to do with AI, best to keep taking profits on the way to the pop, or better yet hedge against it.
This pop will be spectacular, I wish it would wipe out Musk, but I believe he has left investors holding on to the figurative bomb and will come out relatively ok [Glance] [Facepalm]
Amazon Q1: AWS 4Y Growth High, But Capex Concerns Loom?
Amazon (AMZN) edged up just 0.77% today despite Q1 results showing AWS revenue grew 28% year-over-year — its fastest single-quarter growth rate in nearly four years — corroborating alongside Google Cloud the certainty of hyperscaler AI compute demand. Analysts noted that both companies' cloud growth trajectories provide clear near-term demand visibility for chip suppliers including Nvidia. The AWS acceleration story is now well established, but when will elevated AI capital expenditure translate into visible margin improvement?
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