Tag: AI investment

AWS

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

— October 7, 2026 add comment
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 »
Cloud Storage

Beyond the AI Model: The Investment Case for Data Infrastructure

— September 10, 2026 add comment
Why the businesses that make data reliable, accessible and commercially useful deserve a place in the AI investment conversation By Luke Liplijn, Founder and CEO of Liplyn Group When... Read more »
AWS

Why the $725 Billion AI Infrastructure Race Is No Longer About AI

— May 20, 2026 add comment
Big Tech’s $725 Billion AI Infrastructure Bet: Where the Real Money Is Going Meta, Amazon, Microsoft, and Alphabet will collectively spend approximately $725 billion on AI infrastructure in 2026.... Read more »
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