Amazon CEO Emerges as Best Bet to Monetize AI Development

Why Amazon's Andy Jassy may be best positioned to turn AI investment into revenue growth.

Stephen Guilfoyle·FEB 6, 2026, 3:30 PM UTC

Andy Jassy's strategy for Amazon Web Services positions the company uniquely to capitalize on the enterprise AI wave. Unlike competitors focused primarily on model development, Amazon's approach emphasizes infrastructure and tooling.

AWS's custom Trainium chips and the Bedrock platform for deploying foundation models give enterprise customers practical paths to AI adoption without the massive upfront costs associated with building from scratch.

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