Rihard Jarc(@RihardJarc):The success of $META's Muse is showing you that the future of personal AI agents is in cloud VMs. $AMZN's AWS will benefit a lot from this trend, since it has the biggest capacity to spin up VMs. Cloud revenue is about to surge not just because of AI workloads, but because agents are taking over both the enterprise and consumer markets and need traditional cloud infrastructure for it.

Rihard Jarc

@RihardJarc

Researching and investing in tech (AI, cloud, semiconductors, platforms). Building UncoverAlpha. DMs open. Tweets are only opinions.

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Rihard Jarc@RihardJarc

2026.09.15 19:59

The success of $META's Muse is showing you that the future of personal AI agents is in cloud VMs. $AMZN's AWS will benefit a lot from this trend, since it has the biggest capacity to spin up VMs. Cloud revenue is about to surge not just because of AI workloads, but because agents are taking over both the enterprise and consumer markets and need traditional cloud infrastructure for it.

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