Amazon was late to the AI party. Here’s how the stock can make a comeback.
1. Amazon's AI revenue from AWS expected to double by 2026 to $17 billion. 2. Project Rainier will boost AWS capabilities with more data centers online by 2026. 3. Training costs for AI models are currently higher than inference costs but will shift. 4. Amazon's delivery improvements are projected to enhance retail margin significantly. 5. Same-day grocery delivery may capture more market share for Amazon's e-commerce sales.