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Amazon expands investments in AI infrastructure

Kaynak: TechCrunch

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Amazon CEO Andy Jassy has reiterated his expectation that AWS could eventually become a business generating one trillion dollars in annual revenue.

The company projects approximately $220 billion in cash capital expenditure for 2026, with the bulk of this investment expected to be allocated to AWS infrastructure.

While Amazon anticipates that demand for artificial intelligence services will continue to grow, investors are questioning the substantial infrastructure costs.

Editorial assessment: In the race for AI dominance, financing the infrastructure required to run models is becoming just as decisive as the capabilities of the models themselves.

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