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in September, you launched Amazon supply chain
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2024 Q1
1 May 24
before the pandemic, and we say, first, we can achieve those operating margins even without the impact of advertising. And we're not quite there yet
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2024 Q1
1 May 24
that's our first priority as well as 2024 capital expenditures
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2024 Q1
1 May 24
repaying some of the debt
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2024 Q1
1 May 24
'21 and '22, immediately after the pandemic as we had doubled the size of our operations network
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2024 Q1
1 May 24
it's going to matter a lot to them what kind of security they get around those applications
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2024 Q1
1 May 24
Amazon Bedrock, which has the largest selection of large language models around and a set of features that make it so much easier to build a high-quality, cost-effective low latency, production-grade generative AI applications
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2024 Q1
1 May 24
You spend much more in inference than you do in training because you train only periodically, but you're spinning out predictions and inferences all the time.
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2024 Q1
1 May 24
Anthropic, as an example, they're training their future models on our custom silicon on Trainium
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2024 Q1
1 May 24
I think the lion's share of cost optimization is behind us
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2024 Q1
1 May 24
what you'll see is really going to be on the AWS side
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2024 Q1
1 May 24
we see the revenue, operating income and free cash flow benefit for years to come after that, with strong returns on invested capital
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2024 Q1
1 May 24
we are seeing strong demand signals from our customers and longer deals and larger commitments
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2024 Q1
1 May 24
meaningfully stepping up our CapEx and the majority of that will be in our -- to support AWS infrastructure and specifically generative AI efforts
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2024 Q1
1 May 24
progress we've made on operating income and free cash flow over really the last 18 months, a lot of it's driven by improvements in our stores business, lower cost to serve
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2024 Q1
1 May 24
we're at the stage now where we're doing both at the same time continually
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2024 Q1
1 May 24
is there anything from an investment perspective that could materially impact profitability going forward
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2024 Q1
1 May 24
macro level trends, specifically in Europe, where it appears to be a bit weaker relative to the U.S.
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2024 Q1
1 May 24
Our Q2 net sales guidance anticipates an unfavorable foreign exchange impact of approximately 60 basis points.
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2024 Q1
1 May 24
We saw an unfavorable impact from year-over-year changes in foreign exchange in our Q1 results, and we expect that headwind to grow in the second quarter.
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2024 Q1
1 May 24