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Amazon CEO Andy Jassy says the company already sees "striking" AI demand for 2028 as it expands infrastructure.
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Dan Ives argues the AI revolution is still in early stages, comparing it to the third inning of baseball. The focus is shifting from GPU purchases to monetizing AI across infrastructure, cloud platforms, and software. Companies with real AI revenue, clear ecosystem roles, and strong customer bases are positioned best for long-term growth.
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Read original at benzinga