The Amazon Cloud AI strategy to stay solid in the middle of “short -term turbulence”, explains the analyst: “AWS remains well positioned for long -term AI trends” – Alphabet (Nasdaq: Goog), Amazon.com (nasdaq: amzn)

Amazon Inc. Amzn was praised by Monness Crespi Hardt Analyst of its positioning in the AI ​​cloud sector, despite the weakness of other technological companies.

What happened: The GTC AI conference organized by Nvidia NvdaNicknamed the “Super Bowl of IA”, which took place last week, did not significantly increase American technological actions. Brian WhiteMonness Crespi Hardt analyst believes that this is due to the accent placed by the market on an unstable macro environment and a drop in enthusiasm for the AI ​​generation trade after more than two years of media threshing with few beneficiaries, reported The investor’s affairs daily.

Despite this, White shared its investor note that Amazon Cloud activities, Amazon Web Services (AWS) have already seen the advantages of the AI ​​generation thanks to the formation of large languages ​​(LLM) models. It expects these growth engines to increase over time.

White also highlighted a possible broader market opportunity in the future to execute AI models, a process known as inference. This point was also made by the CEO of Nvidia Jensen Huang at the conference. Despite the current market instability, White maintains a call for purchase for Amazon’s actions with a target price of $ 265, declaring that WS is well positioned for long -term AI trends.

Despite “short -term turbulence, AWS remains well placed for long -term AI trends,” said whites in the investor ticket.

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Why it matters: The positive review of Amazon de White comes in the heels of the approval of another analyst. Evercore Isi ‘s Mark Mahaney expressed its optimism as to the potential of Amazon, appointing it Top stock to own. In addition, Wedbush analyst, Dan Ives Microsoft MsftAmazon, and Google Goog Googl With a laser, the laser focuses on use cases focused on current software. »»

These endorsements underline the potential for the positioning of the AMAzon cloud AI and its ability to capitalize on AI trends. The company’s ability to train the LLM and the future market opportunity to manage AI models, as White points out, more consolidates Amazon’s position in AI space.

Tuesday, the president of Alibaba, Joe Tsai Alarmed by a possible Bulle of the AI ​​data center in the United States, however, market experts as Jim Cramer And Gene Munster rejected concerns.

Amazon holds a momentum of 75.34% and a growth note of 94.54%, according to Benzinga’s owners’ ranking. Benzinga’s metric of growth assesses historical profits and the expansion of income from a share on several deadlines, prioritizing both long -term trends and recent performance. For an in -depth report on more actions and perspectives on growth opportunities, sign For Benzinga Edge.

Amazon action increased by 1.2% to end $ 205.71 on Tuesday. The stock has earned more than 15% in the past year.

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