Amazon is cutting seller fees in Europe as Shein and Temu attract customers with their super cheap prices.
Sellers of more affordable “fashion” benefit the most, e.g., fees for products under 15 euros drop to 5 percent, and for products between 15–20 euros, to 10 percent.
Later, Amazon will also lower fees for home, pet, and food products, and will also reduce shipping costs. The changes will begin in mid-December.
Amazon introduced the “AI Factories” solution, which enables companies and governments to have an AWS-managed AI system in their own data centers.
The aim of this is to ensure full data control, and the system is based on AWS and Nvidia technology, such as Blackwell and Trainium3 chips. According to the article, Microsoft offers similar solutions, which reportedly emphasizes a return to the era of hybrid data centers.
The article below discusses, among other things, how Amazon’s stock price has fallen by about nine percent in a month, but investor sentiment has remained surprisingly positive.
The biggest reason for the enthusiasm is Trainium3, Amazon’s new AI chip, which is said to challenge Nvidia with cheaper and efficient computing – well, one can always say all sorts of things .
AWS’s growth has accelerated, and the article also mentions how the use of AI chips jumped significantly. Analysts are also generally still strongly bullish, and their target prices promise clear upside potential to the current stock price.
Amazon (AMZN) unveiled Trainium3 to undercut Nvidia on price and performance in AI infrastructure.
AWS revenue growth reaccelerated to 20.2% in Q3 with AI chip adoption up 150% quarter-over-quarter.
Amazon shares dropped 9% over the past month despite bullish retail sentiment and analyst price targets implying 26% upside.
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Amazon plans to expand its own delivery network and at the same time end its long-standing cooperation with the U.S. Postal Service, reports, among others, the Washington Post. According to the newspaper, the plans are based on three sources familiar with the matter.
In the article below, I didn’t find anything else essential/important.
Here, in my opinion, Amazon’s segments are presented exceptionally well and accurately enough. Certain segments are overemphasized in my opinion, and others I had almost forgotten.