For informational purposes only. Not financial advice, not a recommendation to buy or sell any security. Standing Order is a directory and research project, not an advisory service.
Price · 180d
$270.64
Thesis
Amazon operates AWS, the largest cloud platform, and designs its own Trainium and Inferentia silicon to lower the cost of AI workloads. Its Bedrock service packages foundation models for enterprise customers.
Catalysts
- AWS AI workload growth
- Custom-silicon adoption across AWS
- Bedrock enterprise traction