AT&T is redefining its future by pairing a massive fiber expansion with cloud innovation. The company has partnered with AWS and Amazon Leo to modernize its network while acquiring Lumen’s mass-markets fiber business to reach more homes. These strategic pivots, combined with new ventures in connected healthcare and family tech, are positioning AT&T to capture high-value enterprise and consumer segments beyond basic connectivity.

A $4.8 billion data center project is coming to Walla Walla, Washington, and AWS is the prime suspect. Operating as "Advance Phase LLC," the developer plans to build a massive 16-building campus on 500 acres. With Google ruling itself out, all signs point to Amazon expanding its Pacific Northwest footprint with this mega-project.

Deloitte is streamlining federal modernization by bringing "TrueServe for Government" and "GovConnect" to the AWS Marketplace. These new listings allow agencies to quickly procure and deploy tools for contact center optimization and digital citizen engagement. The initiative aims to help public sector leaders accelerate their digital transformation and deliver tangible results for their communities.

AWS CEO Matt Garman envisions a future where AI inference becomes a core "building block" for developers, akin to a new type of Lego. Moving beyond simple summaries, Garman argues that the real value lies in "task-accomplishing agents" that can process claims, write code, and execute complex workflows. With innovations like Amazon Bedrock AgentCore, AWS is equipping developers to build autonomous systems that solve problems rather than just generating text.

AWS CEO Matt Garman is pushing back against the fear that AI will replace software engineers. In a recent address, he emphasized that while the act of writing code will change, the demand for creative problem-solving will only grow. Garman advised developers to embrace AI tools to automate repetitive tasks, freeing them to focus on complex system design and innovation, effectively shifting their role from "coders" to "architects."

AWS is sitting on a $244 billion backlog, and CEO Andy Jassy is hitting the accelerator on hardware to meet the demand. Jassy confirmed that Trainium4 AI chips will arrive in 2027, with Trainium5 already in the planning stages. With custom silicon generating over $10 billion annually and Graviton use soaring, Amazon plans to spend the bulk of its $200 billion 2026 capex on AWS infrastructure to keep pace with the AI boom.

Amazon executives have mounted a firm defense of the company's record $200 billion capital expenditure plan for 2026. Facing skepticism after a post-earnings stock dip, CEO Andy Jassy argued that the massive investment is necessary to meet supply-constrained demand for AI services. Describing the moment as a "seminal opportunity," leadership assured investors that these upfront costs will drive significant future revenue and cement Amazon's position at the forefront of the AI

The Q4 2025 cloud earnings are in, and the "Big Three" continue to soar. AWS led the pack with $35.6 billion in revenue, but Google Cloud stole the spotlight with a massive 48% growth rate. Microsoft's Intelligent Cloud also surged 29% to $32.9 billion. As AI reshapes the landscape, all three giants are ramping up spending, with Amazon projecting $200 billion in 2026 capex to maintain its dominance against rapidly closing rivals.

Bank of America analysts have maintained a "Buy" rating on Amazon, identifying AWS capital expenditure returns as a key future stock driver. Despite lowering their price target to $275 following Amazon's $200 billion spending forecast, the firm expects high utilization of new AI infrastructure. The report suggests that while immediate margins may fluctuate, the massive investment is essential for Amazon to sustain its competitive edge in the evolving AI landscape.

AWS is firing on all cylinders thanks to a "Twin Engine" strategy that pairs proprietary hardware with next-gen AI. The Next Platform analyzes how the shift to custom silicon like Graviton4 and Trainium is optimizing costs, fueling the capital required for the company's massive $200B AI infrastructure build-out. This vertical integration is not only defending market share but re-accelerating growth, proving that Amazon's long-term bet on controlling the full stack is paying o