Tag: AWS
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Amazon AI CapEx: Growth Now, Cash Later?
Amazon AI CapEx is becoming a test of how investors read growth and cash at the same time. Amazon reported strong Q2 sales and faster AWS expansion, yet its trailing free cash flow moved below zero. I think the useful…
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SK Telecom’s 15GW AI Bet Exposes a Trust Gap in AI
I keep coming back to one uncomfortable pairing this week: companies are racing to build gigawatts of AI infrastructure while quietly admitting they can’t fully verify what runs on it.