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Amazon’s Anthropic stake boosts AWS flexibility as margins pressure

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AWS generated 21% of revenue but drove 60% of operating income, with a 39.4% margin and a $496B backlog growing at a triple-digit pace. Amazon’s Anthropic stake is framed as strategic financial flexibility and a hedge against Nvidia’s chip pricing power. Despite rising capex and memory costs that could erode future margins, the view remains a Strong Buy.

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