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Shay Boloor: AWS margins near 38 percent amid custom silicon boost
Shay Boloor, industry influencer, highlights that AWS operating margins have risen for four consecutive quarters and are now close to 38 percent.
Boloor also reports that Andy Jassy has indicated custom silicon could improve margins by an additional 7 points. The shift toward AI inference is positioning AWS with a cost advantage through its Trainium offering.
Boloor has previously tracked key developments in the tech and aerospace sectors. He recently noted that SpaceX is rumored to be targeting a $2 trillion IPO valuation, up from $1.75 trillion. In a separate update, Boloor reported that Polymarket bettors are favoring $X as the leading ticker for a potential SpaceX IPO.
This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.
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