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Birdie_OKX
Birdie_OKX
Amazon's Q3 report will test whether AWS demand can translate into financial durability. Jassy's statement that 2026 capacity is sold out and much of 2027 is booked supports a strong AI-compute backdrop. The unresolved issue is whether the infrastructure needed to meet those commitments can expand without eroding margins and free cash flow. #AmazonQ3AWSOutlook

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