Amazon CEO Andy Jassy unleashed a meticulous 8-minute defense of AWS’ standing in the AI arms race amid investor stock freakout

fortune.com/2025/07/31/amazon-aws-ai-andy-jassy-earnings-defense

Amazon’s stock price had already been dropping in after-hours trading on Thursday despite better-than-expected results when Morgan Stanley analyst Brian Nowak prefaced his questions on an earnings call with a disclaimer that made it clear this wasn’t going to be a “Congrats on the…

This story appeared on fortune.com, 2025-08-01 00:35:23.
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