The AI Capex Conundrum

The AI capex conundrum

Amazon CEO Andy Jassy at AWS re:Invent in 2025. (GeekWire File Photo) Generative AI bear Gary Marcus called the AI capex boom the “greatest capital misallocation in history.” Goldman Sachs analyst Eric Sheridan reaches the opposite conclusion in his “AI in a Bubble?” research package. Sheridan argues that this is not a hope-and-hype cycle like 1999 but a scale and monetization cycle, with tangible revenue growth and extraordinary market momentum…

1 Update Amazon CEO Andy Jassy Just Said That Every Artificial Intelligence (AI) Investor Should Hear

Key PointsAWS growth is accelerating, even though it's already the largest cloud company in the world.The market is starting to appreciate the need for high spend in AI.Small companies that provide supplies for the AI business are growing rapidly.These 10 stocks could mint the next wave of millionaires › Amazon (NASDAQ: AMZN) just gave investors the fantastic update they've been waiting for, and the market finally gave it some love. The update, …

Amazon CEO Andy Jassy says don't be afraid of its AI spending spree: 'You want to bet big'

Jassy compared Amazon's AI infrastructure bet to its early AWS investment, saying returns will follow when revenue catches up with spending

Andy Jassy says Amazon investors will be rewarded by all its AI spending

CEO Andy Jassy said Amazon’s massive AI spending reflects a once-in-a-generation opportunity and will ultimately reward investors.

Amazon CEO Andy Jassy Defends $200bn AI Spending Spree as Essential Long-Term Bet

Amazon CEO Andy Jassy is standing firm in his conviction that the company’s record-shattering investments in artificial intelligence infrastructure are not a cause for investor alarm but rather the foundation for decades of future growth and market leadership. In a wide-ranging interview on CNBC’s “Mad Money,” Jassy described artificial intelligence as nothing less than “the […] The post Amazon CEO Andy Jassy Defends $200bn AI Spending Spree as …