Amazon Runs 2 Growth Engines Off 1 Scarce Memory Pool

What Couch Investor said in this video:

• AI Capex●neutralmid-termThe host notes both AI and core businesses are growing rapidly while memory is scarce, forcing real allocation trade-offs between HBM and DRAM.Source
• AMZN●neutralmid-termThe host relays Jassy's view that Amazon allocates scarce memory by customer focus, but states no directional view on the stock.Source