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DCK Investor Edge: As has been its tendency, Wall Street underappreciates the level of investment and the timelines of a long-term global hyperscale play.
The tract in Virginia’s Loudoun County picked as opportunity zone, where AWS is building a data center, was also pitched for Amazon's national HQ2 competition.
CEO Huang says broader use of graphics chips in everything from cars to data centers will restore growth after what he characterized as a temporary setback.
