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Amazon was one of several tech giants that on Wednesday beat Wall Street’s first-quarter earnings expectations

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Amazon’s cloud business is the latest example.

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Amazon was one of several tech giants that on Wednesday beat Wall Street’s first-quarter earnings expectations, offering more financial evidence that the AI boom continues to reward companies that supply the picks and shovels. Jassy attributed AWS’ success to its role in providing compute to the AI industry. “It’s unusual for business to grow this fast on a base this large. Even as money flows into its cloud business, Amazon is also sinking increasingly large gobs of capital into building out the infrastructure that supports that cloud.

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