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https://creati.ai/ai-news/2026-04-10/amazon-jassy-200-billion-ai-capex-chip-revenue/
Amazon CEO Andy Jassy Defends $200 Billion AI Capex and Reveals $20 Billion Chip Revenue
Apr 10, 2026 - Amazon CEO Andy Jassy's shareholder letter defended massive AI infrastructure spending and disclosed that its custom chip business now exceeds $20 billion in...
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https://futurumgroup.com/insights/ai-capex-2026-the-690b-infrastructure-sprint/
AI Capex 2026: The $690B Infrastructure Sprint - Futurum
2026 AI capex plans of Microsoft, Amazon, and Alphabet as spending hits $700B. Will AI revenues justify this record infrastructure?
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https://www.foxbusiness.com/video/6388994646112
Jeff Sica analyzes AI CapEx and commercial real estate investments | Fox Business Video
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https://fortune.com/2026/02/25/nvidia-jensen-huang-big-tech-ai-infrastructure-700-billion-just-the-start/
Nvidia’s Jensen Huang says tech’s $700 billion AI capex is just the start of something far bigger |...
Feb 26, 2026 - Can the industry’s massive spending on AI infrastructure really keep doubling every year?
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https://www.fool.com.au/2026/01/29/microsoft-shares-slump-as-investors-are-split-on-the-ai-capex-boom/
Microsoft shares slump as investors are split on the AI capex boom
Jan 29, 2026 - Microsoft shares slumped whilst Meta shares surged as both companies announced significant AI spending plans.
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https://www.morganstanley.com/insights/articles/ai-capex-iran-war-investing-risks-2026
AI Capex and the Iran War: Market Investing Risks | Morgan Stanley
Explore how mounting uncertainty about AI and the Iran war’s energy shock have complicated the outlook for equity markets and what investors can do next.
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https://www.bridgewater.com/research-and-insights/the-macro-implications-of-the-ai-capex-boom
The Macro Implications of the AI Capex Boom
We believe AI capex is set to significantly support US growth in the coming years and that many of the second-order consequences of this investment are not...
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