Amazon Plans to Spend $105 Billion This Year. Why Wall Street Isn’t Worried. - Barron's
1. AMZN plans $105 billion capex, outpacing MSFT and GOOGL significantly. 2. Analysts fear short-term AWS margin pressure, but support long-term AI investments. 3. Demand for AWS cloud services continues to exceed supply despite challenges. 4. Investment in AI expected to yield multibillion-dollar annual revenue growth.