Episode

Amazon’s AWS Comeback: The $2 Trillion AI Ad Machine

Podcast: The Silicon Insider
Published: May 1, 2026
Duration seconds: 1368
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Canonical source: https://podcasters.spotify.com/pod/show/silicon-insider/episodes/Amazons-AWS-Comeback-The-2-Trillion-AI-Ad-Machine-e3invql
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Summary

Amazon wins big, but Tesla’s Supercharger team is gone. Mike Malone and Scott Budman break down the **$2 trillion AWS comeback**, Elon Musk’s latest "hardcore" layoffs, and why the FTC won't let **Microsoft and Activision** just move on. Plus, are we finally hitting peak AI hype?