Gene Munster Thinks Investors Are Now In 'Show Me' State Even As AWS CEO Matt Garman Says Demand Is 'Skyrocketing'

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Investors may be hearing some of the most bullish AI commentary yet, but Gene Munster says Wall Street is unmoved even as Amazon.com Inc. (NASDAQ:AMZN) insists demand for artificial intelligence (AI) ...

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(NASDAQ:AMZN) insists demand for artificial intelligence (AI) ...</p>\n\n<a href=\"https://www.benzinga.com/markets/tech/25/12/49226003/gene-munster-thinks-investors-are-now-in-show-me-state-even-as-aws-ceo-matt-garman-says-demand-is-skyrocketing\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"FT_SY_MNQ","symbol_name":"微型NQ100指数","start_time":0,"source_url":"https://www.benzinga.com/markets/tech/25/12/49226003/gene-munster-thinks-investors-are-now-in-show-me-state-even-as-aws-ceo-matt-garman-says-demand-is-skyrocketing","article_id":"2589898665","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2025/12/05/Amazon-Web-Services.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/markets/tech/25/12/49226003/gene-munster-thinks-investors-are-now-in-show-me-state-even-as-aws-ceo-matt-garman-says-demand-is-skyrocketing","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2589898665","pubTimestamp":1764925500,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Gene Munster says Wall Street is ignoring Amazon's increasingly bullish AI signals — including \"skyrocketing\" demand at AWS — because investors are stuck in a \"show me\" mindset and want hard financial results before buying back into the AI trade.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2317271919.USD":"BGF FUTURE CONSUMER \"A2\" (USD) ACC","NVD":"2倍做空NVDA ETF-GraniteShares","3NVD.UK":"LS 3X NVIDIA","NVDY":"NVDA期权收益策略ETF-YieldMax","LU0823411888.USD":"法巴消费创新基金 Cap","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","TQQQ":"纳指三倍做多ETF","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","USAW.SI":"AMZN 3xLongSG261006","NVDD":"1倍做空NVDA ETF-Direxion","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","PSQ":"做空纳斯达克100指数ETF-ProShares","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","SQQQ":"纳指三倍做空ETF","NVIW.SI":"NVDA 3xLongSG261006","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","AI":"C3.ai, Inc.","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","ISBC":"投资者银行","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","QLD":"2倍做多纳斯达克100指数ETF-ProShares","STT":"道富银行","AMZN":"亚马逊","NVDS":"1.5倍做空NVDA ETF-Tradr","NVD2.UK":"2X NVIDIA ETP","BK4516":"特朗普概念","SNVD.UK":"LS -1X NVIDIA","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","USJW.SI":"ALPHAB 3xLongSG261006","2NVD.UK":"2X NVIDIA ETP","NVDU":"2倍做多NVDA ETF-Direxion","NVD3.UK":"LS 3X NVIDIA","NVDX":"2倍做多NVDA ETF-T-Rex",".IXIC":"NASDAQ Composite","TSYW.SI":"TESLA 3xLongSG261006","NVDS.UK":"LS -1X NVIDIA","QID":"两倍做空纳斯达克指数ETF-ProShares","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC"},"translate_title":"吉恩·蒙斯特(Gene Munster)认为投资者现在处于“展示我”状态，尽管AWS首席执行官马特·加曼(Matt Garman)表示需求正在“飙升”","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SNVD.UK":0.6,"AI":0.9,"3NVD.UK":0.6,"AMZN":1,"NQmain":0.6,"PSQ":0.6,"NVD2.UK":0.6,"USJW.SI":0.6,".IXIC":0.65,"TSYW.SI":0.6,"USAW.SI":0.6,"TQQQ":0.6,"SQQQ":0.6,"2NVD.UK":0.6,"NVDD":0.6,"NVDS.UK":0.6,"MNQmain":0.6,"NVDS":0.6,"ISBC":1.5,"STT":1.5,"NVDX":0.6,"NVD3.UK":0.6,"QID":0.6,"NVDY":0.6,"NVDU":0.6,"NVD":0.6,"QLD":0.6,"NVIW.SI":0.6},"content_text":"Investors may be hearing some of the most bullish AI commentary yet, but Gene Munster says Wall Street is unmoved even as Amazon.com Inc. (NASDAQ:AMZN) insists demand for artificial intelligence (AI) infrastructure is \"skyrocketing.\"\nOn Thursday, Munster, managing partner at Deepwater Asset Management, said in a new blog post that the market is largely brushing off Amazon's increasingly confident outlook on AI.\nDespite upbeat messaging from AWS at its re:Invent 2025 conference, Munster said investors appear to be \"exhausted\" and firmly in a \"show me\" mode.\nFor the past month, he noted, traders have been questioning whether the AI bull market is running out of steam. Amazon attempted to quiet those fears this week, but the reaction was muted.\n“Amazon’s message was clear, they are accelerating its AI buildout and agents will have a profound impact on the future of work,” Munster noted, adding that “unfortunately, the market is not buying it.”\nHe said shares of Amazon, Alphabet Inc.’s (NASDAQ:GOOG) (NASDAQ:GOOGL), Nvidia Corp. (NASDAQ:NVDA), Microsoft Corp. (NASDAQ:MSFT) and Meta Platforms Inc. (NASDAQ:META) “down an average of 0.5% in the day following the bullish comments from Amazon, while the Nasdaq is flat.”\nSee Also: Jeff Bezos, Mark Zuckerberg And Elon Musk Got Richer Since Trump Came To Power, Says Bernie Sanders — New Data Shows He May Have A Point\nMunster noted that AWS CEO Matt Garman said that demand \"keeps skyrocketing\" and highlighted that AWS added 3.8 gigawatts of data center capacity in the past year.\n\"We're not slowing anything down. We're only speeding that up,\" Garman said.\nGarman also reiterated AWS's push to support Nvidia GPUs while accelerating development of its in-house Trainium chips.\nThe company revealed that its latest Trainium 3 UltraServers offer more than four times the compute power of the previous generation, with Trainium 4 already in the pipeline.\nAWS introduced \"AI Factories,\" which allow enterprises to deploy dedicated AI infrastructure inside their own data centers, signaling Amazon's confidence that demand will stay elevated for years.\nSubscribe to the Benzinga Tech Trends newsletter to get all the latest tech developments delivered to your inbox.\nGarman said AI's next leap will come from agents capable of taking action, predicting billions of agents inside every company. Amazon expanded Bedrock and launched AgentCore to help enterprises build these systems.\nEven so, Munster said markets barely reacted. Shares of Amazon were down 1.41% on Thursday. In the past five days, the company's shares have slipped 0.02%, according to Benzinga Pro.\nMeanwhile, negative headlines—such as a disputed report on Microsoft sales performance—triggered outsized sell-offs, Munster wrote.\nMunster said investors may start paying attention again once companies report December earnings and issue 2026 capital spending guidance.\n\"The market is looking past optimistic comments that suggest we are still early in AI,\" he stated, adding that hard numbers may be the only thing capable of lifting sentiment.\nIn October, Amazon reported third-quarter net sales of $180.2 billion, a 13% increase from a year earlier. The figure topped the $177.8 billion consensus estimate. AWS generated $33.0 billion in sales, up 20% from the prior year.\nBenzinga's Edge Stock Rankings indicate that AMZN is building strength across short, medium and long-term time horizons. More performance data is available here.\nCheck out more of Benzinga’s Consumer Tech coverage by following this link.\nRead Next:\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2589898665","isCrawlerRequest":true}