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Amazon's $200B CapEx Spend Dominates AI Race

Amazon's $200B CapEx Spend Dominates AI Race

Update: 2026-02-08
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Description

In this episode, we explore the intense CapEx spending by tech giants like Amazon, Google, and Meta in the AI compute arms race. We also discuss how Amazon's AWS cloud business is outperforming and expanding, despite investor concerns about the massive expenditures.

Chapters

00:00 Introduction to the AI Spending Race

01:57 AIbox Announcements and Tier Updates

03:56 Amazon's Massive Capital Expenditure

05:39 Competitor Spending and Investor Skepticism

11:51 AWS Performance and Growth

18:09 Wall Street and the Future of AI

Links

  • Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai
  • AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer
  • Join my AI Hustle Community: https://www.skool.com/aihustle

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    Amazon's $200B CapEx Spend Dominates AI Race

    Amazon's $200B CapEx Spend Dominates AI Race