This is another move by Amazon betting on the AI market in the Asia-Pacific. SK, the South Korean giant in semiconductors and telecommunications joining with AWS makes it clear two things:*

*—AWS wants to consolidate in the localization of AI models and in government cloud projects,*

*—The 100MW data center is not just for 'storing data', but will be the core of computing to train and deploy AI models in the future.*

*This reinforces AWS's competitive advantage in the Asia-Pacific and represents direct pressure for Azure and Google Cloud.*

*Both Tesla and Amazon are key focus points to watch. If Tesla's RoboTaxi manages to expand its testing in cities this year, its valuation will enter a new phase of narrative.*

*And AWS's early bet on AI-focused data centers shows that it has the capacity to become the global provider of hard infrastructure in computing for artificial intelligence.*

*Although HIMS's drop today was strong, it could become a window to observe the beginning of a market sentiment recovery.*