How AWS CapEx pays back
17:33–18:58 · 85s
Jassy walks through AWS’s cash cycle—laying out capital 6–24 months in advance for data centers and chips—and argues history shows margins and free cash flow surge once revenue catches up.
17:33–18:58 · 85s
Jassy walks through AWS’s cash cycle—laying out capital 6–24 months in advance for data centers and chips—and argues history shows margins and free cash flow surge once revenue catches up.
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