Cloud Infrastructure And Economic ConcernsRising inflation and US technical recession are expected to hamper cloud infrastructure spending, affecting AWS growth.
Investment And Financial PerformanceCapital expenditures are significantly higher, consistent with AI hyperscalers, and could approach $100 billion in the future, potentially impacting financial performance.
Trade And Tariff ChallengesThe low-cost, direct-from-China model could face new challenges from potential trade rules and tariffs, potentially increasing prices across discount sites.