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Amazon’s AI Story Is a ‘Game Changer,’ Says Mizuho

Amazon’s latest earnings may have changed the AI narrative around the company. Mizuho’s Jordan Klein joins Bloomberg to explain why accelerating AWS growth, rising demand for Amazon’s custom AI chips and improving AI monetization across the business have strengthened the investment case, and why he believes Amazon remains one of the biggest winners in the…

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Amazon’s latest earnings may have changed the AI narrative around the company. Mizuho’s Jordan Klein joins Bloomberg to explain why accelerating AWS growth, rising demand for Amazon’s custom AI chips and improving AI monetization across the business have strengthened the investment case, and why he believes Amazon remains one of the biggest winners in the AI infrastructure race. He speaks with Ed Ludlow on “Bloomberg Tech.”
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12 Comments

12 Comments

  1. @aaeen-e-nau

    July 31, 2026 at 6:54 pm

    We were charged $80 for a serverless AI KB RAG, which was just lying around and had no traffic at all. The setup pages didn’t mention explicitly about idle charges for serverless. Is this how AWS earns?

    • @ssuwandi3240

      August 1, 2026 at 7:18 pm

      Yeah because you pay the fixed cost of direct labor and compute overhead. Unlike the variable in traditional accounting

  2. @JasonTheOneAndOnly

    July 31, 2026 at 7:43 pm

    No, it isn’t, they are hiding so much debt, like all the big tech giant’s currently, their core business is what allows them to continue, not AI.

    • @mjo1337

      August 1, 2026 at 7:32 am

      Ok boomer

    • @Realistafinanciero

      August 2, 2026 at 6:40 pm

      😂😂😂😂

  3. @FRIENDZONE_MILLIONAIRE

    July 31, 2026 at 7:56 pm

    This “cup half full” narrative is hilarious.

  4. @118Columbus

    July 31, 2026 at 11:31 pm

    Like… for sure

  5. @linkbrockman1010

    August 1, 2026 at 7:01 am

    This was screaming and cloud storage….not AI that companies are using…why do they always say it’s ai… rediculous… there’s no money being made from AI..no business integration..the small amount of companies even using ai are not seeing a return on investment or efficiency that’s even measurable…..this guy couldn’t name one business that has inigrated Ai and made money

    • @alquinn8576

      August 1, 2026 at 10:29 am

      Sol and Fable haven’t been out long enough for us to see the impact of the latest models

  6. @RequiemMask31

    August 1, 2026 at 2:27 pm

    Finance bros have been rugged by nerds and it’s hilarious. It’s all coming down in 2027.

  7. @Johnny-JH

    August 1, 2026 at 6:10 pm

    Amazon, OR Meta did NOT say, what in AI helped the Ad revenue? This is a bogus statement. AI did not help anything. The Ad business was growing anyway. How AI helped the Ads? It is right there, but Joseph just can’t see it, or understand it, because he doesn’t want to, because he is invested in META and has bought it. I think we should think objectively, and not subjectively. Meta or any other company in the world, has not yet quantified, what AI did to contribute to their revenues. They all say “Ai is paying off” , “AI is helping this or that”… but what? What AI is doing, and how is it helping? What AI contribute to ever, just at its own?

  8. @mikep8270

    August 2, 2026 at 1:52 pm

    This guy always sounds like a tosser high on his own over inflated sense of intelligence

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Bloomberg Technology

Z.AI Founds Worked with Accused Chinese Spy Group

Four founders from one of China’s up-and-coming AI companies, Z.AI, worked on a study that was funded by a group accused of having ties to Chinese spies.  Bloomberg’s Kate O’Keeffe explains the tech and national security concerns with Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch…

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Four founders from one of China’s up-and-coming AI companies, Z.AI, worked on a study that was funded by a group accused of having ties to Chinese spies.  Bloomberg’s Kate O’Keeffe explains the tech and national security concerns with Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

ASI’s Buckendorf on Winning FAA, Military Deals

ASI founder and CEO Phillip Buckendorf explains how the company’s AI helps customers like the FAA and military orchestrate complex systems and how it beat out rivals including Palantir to win government contracts. Buckendorf discusses how the company plans to use the $325 million it just raised at a $3 billion valuation, with Ed Ludlow…

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ASI founder and CEO Phillip Buckendorf explains how the company’s AI helps customers like the FAA and military orchestrate complex systems and how it beat out rivals including Palantir to win government contracts. Buckendorf discusses how the company plans to use the $325 million it just raised at a $3 billion valuation, with Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

AI Fears Roar Back After Elice IPO Flop

Bloomberg’s Ed Ludlow breaks down why fears about the AI trade are resurfacing after South Korean data center firm Elice plunged 32% in its market debut. Plus, Anthropic is in talks with Nscale for a massive new computing deal that could be worth as much as $45 billion, and Eric Schmidt’s early Anthropic bet could…

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Bloomberg’s Ed Ludlow breaks down why fears about the AI trade are resurfacing after South Korean data center firm Elice plunged 32% in its market debut. Plus, Anthropic is in talks with Nscale for a massive new computing deal that could be worth as much as $45 billion, and Eric Schmidt’s early Anthropic bet could pay off big, with a stake worth as much as $20 billion if Anthropic hits a $2 trillion IPO valuation.

00:00:00 – Bloomberg Tech Begins
00:01:21 – Peter Elstrom, Bloomberg News
00:03:59 – Bailey Lipschultz, Bloomberg News
00:07:35 – Stephanie Aliaga, JPMorgan Asset Management
00:15:04 – Natasha Mascarenhas, Bloomberg News
00:17:13 – Mandeep Singh & George Ferguson, Bloomberg Intelligence
00:22:59 – Isabelle Lee, Bloomberg News
00:25:32 – Kate O’Keeffe, Bloomberg News
00:29:42 – Phillip Buckendorf, ASI, Founder & CEO
00:38:06 – Felix Gillette, Bloomberg News
00:40:41 – Loren Grush, Bloomberg News
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