Graviton5 Availability Strengthens AWS Margins and AMZN Stock Case

On June 13, analysis framed Graviton5 general availability as a catalyst for higher-margin AWS growth and long-term AMZN upside. The June 10 launch announcement highlighted up to 25% better performance than Graviton4, 2.6x more L3 cache, and major bandwidth gains, with Meta, Uber, and Snowflake already signed on. Strong Q1 results showed 17% sales growth to $181.5 billion and AWS revenue up 28% to $37.6 billion, while the custom-chip business already exceeds $20 billion annually. Analyst sentiment remains bullish, with 49 of 57 rating Strong Buy and an average target of $315.76.