The (https://www.cnbc.com/2026/04/29/openai-drift-from-microsoft-to-amazon-turns-aggressive-after-subtlety.html) just confirmed what smart money already knew: infrastructure eats applications for breakfast. While OpenAI fumbles around chasing revenue targets, $AMZN quietly racked up $503B in annual revenue with a rock-solid 18.5% free cash flow conversion.

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