Every single incremental gigawatt of data center power that tech giants bring online translates into roughly $3 billion in recurring annual revenue. Amazon ($AMZN ) is driving a massive $125 billion infrastructure investment cycle to scale up AWS capabilities, including tailored clouds for government agencies. With custom enterprise AI workloads moving from experimental testing into full-scale commercial production, Wall Street forecasts AWS revenue growth to reaccelerate well past 20%, turning this dip into an asymmetric long opportunity