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Morgan Stanley stated that the increasing popularity of cloud technology applications and the growth of generative artificial intelligence workloads are driving the demand for additional computing capacity. They believe that Amazon Web Services (AWS) is expected to accelerate its growth to over 20% by 2026 as new computing power capacity gradually meets demand. This investment firm believes that this will be a key driver of Amazon's valuation - with a base valuation expectation of $300 per share and an optimistic valuation expectation of $350 per share. Despite lagging behind Microsoft Azure in capital expenditures (capex) in the past, AWS's capital expenditures are currently increasing gradually: it is expected that capital expenditures will be around $33 billion in 2025 and will continue to grow in 2026.