Amazon warned of ‘lumpy’ cloud trends. Why these analysts aren’t worried. - MarketWatch

1. AWS growth steady at 19%; future growth predicted to be 'lumpy.' 2. Amazon expects higher spending to meet strong long-term demand. 3. AWS remains top among cloud providers, surpassing Azure in AI services. 4. Analysts raised price targets on AMZN post-report, showing confidence. 5. Increased spending on Trainium 2 chips to enhance AI service efficiency.