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Bank of America analyst JustinPost and his team updated their views on Amazon stock after attending Re:Invent in Las Vegas. In his opinion, the biggest “change” of AWS this time is the deepening cooperation between it and Nvidia on future Trainium hardware. He pointed out that AWS is already developing Trainium 4 and will use Nvidia's NVLink Fusion rack technology to connect various AI components to make the system faster and more efficient. According to Bank of America analysis, feedback from AWS internal meetings shows that AI is unlocking new cloud demand. The team expects AWS revenue growth to accelerate to 25% from 20% in Q3 2025. The bank maintains the Amazon Buy Rating and has a target price of $303.

Zhitongcaijing·12/04/2025 09:41:12
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Bank of America analyst JustinPost and his team updated their views on Amazon stock after attending Re:Invent in Las Vegas. In his opinion, the biggest “change” of AWS this time is the deepening cooperation between it and Nvidia on future Trainium hardware. He pointed out that AWS is already developing Trainium 4 and will use Nvidia's NVLink Fusion rack technology to connect various AI components to make the system faster and more efficient. According to Bank of America analysis, feedback from AWS internal meetings shows that AI is unlocking new cloud demand. The team expects AWS revenue growth to accelerate to 25% from 20% in Q3 2025. The bank maintains the Amazon Buy Rating and has a target price of $303.