Amazon added Uber Eats ordering to Prime, but views conflict on data center limits: they may let cloud firms charge more or slow AI projects. Those competing effects leave no clear change to Amazon's outlook.
Amazon could benefit if limits on new data centers let major cloud providers charge more. But those limits could also slow AI projects and hurt AI shares. The Prime perk makes meal ordering easier, but the story gives no sales results from it.
Uber Eats can reach Prime members in almost 10,000 U.S. communities through Amazon's site and app, creating another route for restaurant orders.
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