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Amazon's $200B CapEx Spend Dominates AI Race

An episode of the ChatGPT: News on Open AI, MidJourney, NVIDIA, Anthropic, Open Source LLMs, Machine Learning podcast, hosted by Jaeden Schafer, titled "Amazon's $200B CapEx Spend Dominates AI Race" was published on February 8, 2026 and runs 12 minutes.

February 8, 2026 ·12m · ChatGPT: News on Open AI, MidJourney, NVIDIA, Anthropic, Open Source LLMs, Machine Learning

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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.Chapters00:00 Introduction to the AI Spending Race01:57 AIbox Announcements and Tier Updates03:56 Amazon's Massive Capital Expenditure05:39 Competitor Spending and Investor Skepticism11:51 AWS Performance and Growth18:09 Wall Street and the Future of AI LinksGet 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 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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