In this episode, Chris Walton and Anne Mezzenga analyze Amazon’s $11 billion investment in Georgia’s AI infrastructure. Learn why this move cements Amazon’s dominance, how agentic AI is reshaping retail, and why every retailer should be paying close attention to Nvidia’s advances.
Key Moments:
[00:00] Amazon announces $11 billion AI and cloud computing investment.
[00:45] Nvidia’s groundbreaking developments showcased at CES and NRF.
[01:15] Anne explains agentic AI and its industry-changing potential.
[02:00] Chris compares the scale of Amazon’s investment to Macy’s market cap.
[02:45] The risks and challenges for retailers competing in the AI landscape.
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