Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes
Amazon earnings confirm its Trainium AI chip bet is paying off as inference and agent workloads shift the market; analysis covers ad growth, agent strategy, and sports rights.
Excerpt
Amazon's earnings suggest that the shift away from training towards inference and agents means their bet on Trainium is paying off. Plus, additional notes on ads, agents, and sports rights.
Read at source: https://stratechery.com/2026/amazon-earnings-trainium-and-commodity-markets-additional-amazon-notes/