Amazon’s AWS CEO Just Sent Shivers Down the Spines of AI Bears. Supply is Mostly ‘Spoken For’ Through 2028.
Reported by Yahoo Finance · finance.yahoo.com · August 5, 2026
AWS chief Matt Garman just posted something on X that stopped AI skeptics cold, and the suppliers quietly sitting on his order books are already feeling it in their stock prices.
What the tape says
What to watch: Monitor chip inventory cycles — overhang periods precede sharp upside moves in semis.
Market reaction today: $AMZN +1.33%
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