Amazon's AI Bet Is Big, But Will Investors Stick Around For The 'Lumps'?
1. AWS growth expected to slow, then accelerate in 2025. 2. Amazon's capex outlook of $105 billion raises cash flow concerns. 3. AI investments may enhance AWS revenue through lower costs. 4. International growth faces challenges in Germany and FX pressures. 5. Analysts maintain confidence in long-term growth potential.