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What's most important in AI this week? Taking a step back; I remember when I was covering $AMZN on the sell side the Cyber Five (Thanksgiving through Cyber Monday) used to be a focus for investors. Now it’s a sideshow. What matters this week is the keynote from Matt Garman, CEO of AWS, at 11 am ET Tuesday from the AWS re:Invent stage in Vegas. I'll be watching and listening for any updates from what they said back on Oct 30th around plans double AWS capacity by 2027 and any nuggets on demand.