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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

How India Is Training The Robots Of The Future

On today’s Big Take Asia podcast: How Indian workers are using iPhones to train humanoid robots, and what the race for real-world data means for the future of work. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:…

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On today’s Big Take Asia podcast: How Indian workers are using iPhones to train humanoid robots, and what the race for real-world data means for the future of work.
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Apple Debuts Foldable iPhone Duo in Biggest-Ever Device Revamp

Apple unveiled the company’s first foldable smartphone during a wide-ranging event Wednesday, betting that a new category can energize growth for its biggest-selling lineup. Chris Welch was there and explains what makes this such a big deal for the brand ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full…

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Apple unveiled the company’s first foldable smartphone during a wide-ranging event Wednesday, betting that a new category can energize growth for its biggest-selling lineup. Chris Welch was there and explains what makes this such a big deal for the brand
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Bloomberg Technology

Apple Kicks Off Ternus Era with First Foldable Phone | Bloomberg Tech 9/09/2026

Bloomberg’s Ed Ludlow is live from Apple Park in Cupertino for what could be the iPhone maker’s most consequential product launch in years. John Ternus is making his first major public appearance as Apple CEO and all eyes are on Apple’s highly anticipated first foldable iPhone, marking the biggest change to the iPhone’s form factor…

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Bloomberg’s Ed Ludlow is live from Apple Park in Cupertino for what could be the iPhone maker’s most consequential product launch in years. John Ternus is making his first major public appearance as Apple CEO and all eyes are on Apple’s highly anticipated first foldable iPhone, marking the biggest change to the iPhone’s form factor in almost 20 years.

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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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