1. Anthropic is a start up company with limited capital, the contract term is longer than company lifespan.
2. Amazon can sign a deal with google if necessary to obtain technology
3. There is limited purchasing power among the biggest consumers of technology, with suppliers with greater power
Amazon Q1: AWS 4Y Growth High, But Can Capex Concerns Be Ignored?
Amazon's cloud division powered Q1 revenue acceleration, with AWS revenue growing 28% year-over-year — its highest single-quarter growth rate in nearly four years — contributing nearly 60% of operating profit. However, rising costs including heavy AI investment are rekindling investor concerns over margins and consumer demand. Shares rose 2% after hours as markets tentatively embraced the cloud acceleration narrative. Can AWS momentum drive Amazon's broader transformation?
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