Tech megacaps plan to spend more than $300 billion in 2025 as AI race intensifies
1. Amazon will invest over $100 billion in AI and data centers in 2025. 2. AI spending is crucial for Amazon Web Services' growth amid customer demand. 3. Competitive fears arose from China's AI tool DeepSeek impacting investor sentiment. 4. Tech companies face supply constraints affecting cloud growth despite high AI investment. 5. Amazon's CEO anticipates long-term benefits from strategic AI investments.