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Amazon doubles down on AI with a massive $100B spending plan for 2025

1. Amazon plans over $100 billion in AI capital expenditures by 2025. 2. AWS will receive most of the capital for AI development. 3. Amazon's 2024 capex increased from $75 billion to $105.2 billion. 4. CEOs like Jassy and Zuckerberg see lower AI costs driving demand.

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FAQ

Why Bullish?

Amazon's massive AI spending signals strong growth support, similar to past tech investments.

How important is it?

The focus on AI aligns with Amazon's future strategy and revenue growth potential.

Why Long Term?

Ongoing AI investment suggests sustained growth, echoing historical tech booms.

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