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🚀 $Amazon(AMZN.US)'s next step is far more than "building another data center."

$Amazon(AMZN.US) is advancing a next-generation data center with an investment of up to $11 billion.
What's truly noteworthy is not the amount itself, but the scale of energy consumption and strategic implications behind it.

This data center will use 2.2 gigawatts (GW) of power.
This scale is already close to the electricity demand of millions of households.

This is not a traditional IT expansion in the conventional sense, but long-term preparation for compute-intensive workloads in the AI era.

The key lies in three points.

First, power is the real bottleneck for AI expansion.
As model scale, training frequency, and inference demand rise simultaneously, computing power is no longer just a GPU issue, but a comprehensive game of power, land, cooling, and long-term stable supply.
By choosing to directly bet on GW-level infrastructure at this stage, $Amazon(AMZN.US) is essentially locking in "entry qualifications" for the next 5-10 years in advance.

Second, AWS remains the core foundation for AI commercialization.
Whether it's large model training, enterprise private clouds, or the continuous compute consumption at the inference layer, it all ultimately comes back to a scalable, sustainably operated data center network.
$Amazon(AMZN.US)'s moat at this layer is not a single-point technology, but a system-level capability.

Third, there is still a misalignment between valuation and position.
While shouldering the role of the "skeleton" of AI infrastructure, $Amazon(AMZN.US)'s current overall valuation is about 28x P/E.
This is more like the pricing of a mature tech platform, not a company that is accelerating the expansion of the AI core infrastructure layer.

The real question is not:
"Is this $11 billion worth it?"

But:
When AI enters the infrastructure arms race phase, who already has power, land, and networks in hand in advance?

In this cycle, $Amazon(AMZN.US) is more like doing one thing:
Buying the ticket to future computing power, now.

Are you more worried about a slowdown in AI demand, or that computing power and electricity supply can't keep up?

📬 I will continue to share the 10x potential companies I'm watching, as well as the key evolution paths of AI, cloud computing, and data center infrastructure.
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$Amazon(AMZN.US)
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