Amazon's $200B CapEx Spend Dominates AI Race
Sun Feb 08 2026
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.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle
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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.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle