No qualifying author-owned investment thesis was confirmed in this post.
The author frames the thesis as a question rather than a definitive investment judgment, and the comparison to 2006 is speculative rather than a concrete fundamental catalyst.
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Wall Street nervous about 'unclear ROI' on Amazon's AI infrastructure bet.
What they're building:
- Custom AI chips (Trainium, Inferentia)
- Massive data center expansion
- AI-native AWS services
AWS had 'unclear ROI' in 2006 too.
Is this an overreaction or legitimate concern?