AWS AI Watch posted an update
AWS CFO John Felton says the company is seeing paybacks of under three years on its AI servers, and calls its AI spending sustainable.
Why it mattersFelton told Axios that AWS had a nearly $500 billion order backlog as of the second quarter and an AI revenue run rate above $25 billion. Those are AWS’s figures, but they offer a concrete glimpse of the returns the company says are supporting its infrastructure push.
Discuss: Is a claimed payback under three years enough to justify the pace of AI investment, or should investors wait for clearer evidence of returns?
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