$AMZN AWS CEO says AI inference isn't even at 1% of what it will become. That's a massive runway statement.
If he's right, the hyperscalers will keep spending heavily on GPUs, networking, and power infrastructure for years. This supports the thesis for $NVDA, $AVGO, and the entire AI supply chain — data centers, power management, cooling, memory.
I've been positioning for this multi-year buildout. The inference wave is just starting, and the capex cycle has legs. AWS wouldn't say this unless they're seeing real customer demand.
Stay long quality AI infrastructure names. The growth story is intact.
If he's right, the hyperscalers will keep spending heavily on GPUs, networking, and power infrastructure for years. This supports the thesis for $NVDA, $AVGO, and the entire AI supply chain — data centers, power management, cooling, memory.
I've been positioning for this multi-year buildout. The inference wave is just starting, and the capex cycle has legs. AWS wouldn't say this unless they're seeing real customer demand.
Stay long quality AI infrastructure names. The growth story is intact.