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Amazon's AI Story Is a 'Game Changer,' Says Mizuho

Bloomberg Technology Friday 31 July 2026, 18:44 UTC 1 min read
Key Points

Jul 31st, 2026 Amazon's AI Story Is a 'Game Changer,' Says Mizuho Amazon's latest earnings may have changed the AI narrative around the company. Mizuho's Jordan Klein joins Bloomberg to explain why accelerating AWS growth, rising demand for Amazon's custom AI chips and improving AI monetization across the business have strengthened the investment case, and why he believes Amazon remains one of the biggest winners in the AI infrastructure race. He speaks with Ed Ludlow on "Bloomberg Tech."

Jul 31st, 2026 Amazon's AI Story Is a 'Game Changer,' Says Mizuho Amazon's latest earnings may have changed the AI narrative around the company. Mizuho's Jordan Klein joins Bloomberg to explain why accelerating AWS growth, rising demand for Amazon's custom AI chips and improving AI monetization across the business have strengthened the investment case, and why he believes Amazon remains one of the biggest winners in the AI infrastructure race. He speaks with Ed Ludlow on "Bloomberg Tech."
Amazon (ORG) AI Story (ORG) Mizuho Jul 31st, 2026 (ORG) Mizuho Amazon's (PERSON) AI (ORG) Mizuho (ORG) Jordan Klein (PERSON) Bloomberg (ORG) AWS (ORG) Ed Ludlow (PERSON) Bloomberg Tech (ORG)
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