Amazon (AMZN) Stock: Why AWS Is Poised to Dominate the AI Infrastructure Race
The post Amazon (AMZN) Stock: Why AWS Is Poised to Dominate the AI Infrastructure Race appeared on BitcoinEthereumNews.com. Key Takeaways Bank of America maintains its Buy recommendation on Amazon with a $310 price objective AWS plans to deploy approximately 15GW of AI infrastructure capacity between 2026–2027, surpassing both Alphabet and Meta BofA calculates AWS can deploy capacity at roughly $25B per GW, significantly below Alphabet’s $37B and Meta’s $45B Needham maintains its Buy stance with a $300 price objective, highlighting robust AWS computing demand Amazon secured $25 billion through debt issuance to accelerate AI infrastructure investments Bank of America’s Justin Post believes Amazon is positioned to emerge victorious in the artificial intelligence infrastructure competition. Post maintained his Buy recommendation on Amazon shares Tuesday, setting a $310 price objective. Amazon.com, Inc., AMZN The analyst’s thesis revolves around AWS’s capacity to deploy greater AI data cen