The Silicon Insider

Amazon’s AWS Comeback: The $2 Trillion AI Ad Machine

May 1, 2026·22 min
Episode Description from the Publisher

Amazon wins big, but Tesla’s Supercharger team is gone. Mike Malone and Scott Budman break down the **$2 trillion AWS comeback**, Elon Musk’s latest "hardcore" layoffs, and why the FTC won't let **Microsoft and Activision** just move on. Plus, are we finally hitting peak AI hype?

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