AI Profits Are Still a Mystery. A New IPO Filing Holds Clues. - Barron's
1. Amazon benefits as AI cloud computing grows rapidly. 2. CoreWeave's IPO showcases AI server profitability, impacting hyperscalers. 3. High demand in AI cloud suggests strong future revenue for Amazon. 4. Investors see promising financials amid rising capex for AI services. 5. CoreWeave's success reflects the viability of AI cloud investments.