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

What this episode covers

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?

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Frequently Asked Questions

How long is this episode of The Silicon Insider?

This episode is 22 minutes long.

When was this The Silicon Insider episode published?

This episode was published on May 1, 2026.

What is this episode about?

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...

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