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Amazon.com Inc. (NASDAQ:AMZN) reports third-quarter earnings after the bell Thursday, as investors question its $220 billion capital spending plan.
Analysts expect $1.97 per share on $202.2 billion in revenue, up 12%.
More than $317,000 has traded on Kalshi contracts tracking what CEO Andy Jassy and other Amazon representatives will say.
What Kalshi Predicts Amazon Will Say
“Trainium” leads at 98%. Jassy has said Amazon’s AI chip could save tens of billions annually in capital spending at scale and improve AWS margins by several percentage points.
“Bedrock” also sits at 98%. The AI platform runs most inference on Trainium, while second-quarter customer spending exceeded all previous quarters combined.
“Graviton” follows at 92%. Amazon says its general-purpose server chip…
