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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

Flow Engineering Raises $50M to Bring AI to Hardware

As AI is moving beyond software and deeper into the physical world, Flow Engineering just raised $50 million at a $750 million valuation to help companies use AI agents to design and build hardware. Flow Engineering founder and CEO Pari Singh and Roelof Botha, Flow investor and board member – formerly at Sequoia Capital –…

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As AI is moving beyond software and deeper into the physical world, Flow Engineering just raised $50 million at a $750 million valuation to help companies use AI agents to design and build hardware. Flow Engineering founder and CEO Pari Singh and Roelof Botha, Flow investor and board member – formerly at Sequoia Capital – join Ed Ludlow to discuss how faster hardware development could support a broader revival of US manufacturing. They speak on “Bloomberg Tech.”
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Bloomberg Technology

OpenAI’s $30B Bet, Trump’s AI Safety Shift and Apple’s Next Act

Bloomberg’s Ed Ludlow breaks down OpenAI’s plan to raise at least $30 billion from investors in a new round of funding after pushing back its plans for an IPO. Plus, President Trump supports using outside auditors to assess the safety of AI systems after meeting with Silicon Valley leaders; and Apple keeps pushing the envelope…

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Bloomberg’s Ed Ludlow breaks down OpenAI’s plan to raise at least $30 billion from investors in a new round of funding after pushing back its plans for an IPO. Plus, President Trump supports using outside auditors to assess the safety of AI systems after meeting with Silicon Valley leaders; and Apple keeps pushing the envelope under new CEO John Ternus with plans to make its foray into the smart-home market.

00:00:00 – Bloomberg Tech Begins
00:01:06 – Seth Fiegerman, Bloomberg News
00:04:59 – Michael Shepard, Bloomberg News
00:08:57 – Michael Intrator, CoreWeave CEO
00:17:33 – Dino Mavrookas, Saronic CEO
00:26:21 – Beth Kindig, I/O Fund
00:29:03 – Pari Singh, Flow Engineering & Roelof Botha, Flow Investor
00:40:20 – Dana Woolman, Bloomberg News
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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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Bloomberg Technology

Saronic CEO: ‘Speed Is Everything’ in Shipbuilding

Saronic is breaking ground on what it says will be the largest and most advanced shipyard in America. Saronic co-founder and CEO Dino Mavrookas joins Ed Ludlow to discuss how its Port Alpha in Brownsville, Texas, is at the center of the defense tech company’s push to rapidly scale production of autonomous ships. He speaks…

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Saronic is breaking ground on what it says will be the largest and most advanced shipyard in America. Saronic co-founder and CEO Dino Mavrookas joins Ed Ludlow to discuss how its Port Alpha in Brownsville, Texas, is at the center of the defense tech company’s push to rapidly scale production of autonomous ships. He speaks on “Bloomberg Tech.”
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