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AI Research

$200B AI plan + AWS-Cerebras deal → +1.15% delivery speed push

Amazon is investing $200 billion in AI infrastructure and partnering with Cerebras Systems to deploy advanced AI inference chips in AWS data centers, strengthening its cloud AI capabilities. The company is also bidding to better compete with Walmart's delivery speeds while OpenAI secured an AWS deal for government work. Bernstein issued a Buy rating, though Prime Video ad-free tier price increases and competitive cloud pressures remain key risk factors.

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