Uploaded July 2026 | Updated September 2026, 2 weeks ago

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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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