Compute Is Now AI’s Scarcest Layer: Amazon Expects to Fall Short of Demand Through 2027

Amazon plans to spend about $220 billion on capital expenditures this year, and CEO Andy Jassy still told investors the company will not have enough capacity to meet all... Read more »

Meta’s AI Cloud Strategy: How Infrastructure Spending Becomes Business Revenue

Meta is spending at hyperscaler scale on artificial intelligence infrastructure—$125 billion to $145 billion in 2026 capital expenditures alone. Investors have asked the question every investor asks at this... Read more »
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