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Amazon Web Services is building equipment to cool Nvidia GPUs as AI boom accelerates

1. Amazon develops new cooling hardware for Nvidia's AI GPUs in cloud services. 2. The In-Row Heat Exchanger (IRHX) improves existing data center efficiency. 3. AWS is the largest cloud provider, crucial for Amazon's profits. 4. New hardware supports GPU clusters for advanced AI, enhancing competitive edge. 5. AWS achieved its widest operating margin since 2014, boosting net income.

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FAQ

Why Bullish?

The advancement in cooling technology positions AWS competitively, likely increasing demand and revenue.

How important is it?

Innovative cooling solutions enhance AWS capabilities, impacting overall growth and profitability.

Why Long Term?

Long-term demand for AI services is expected to rise, benefitting AWS significantly.

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