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

Marc Benioff joked about ICE agents being present at an internal Salesforce event Tuesday, Gazetteer SF has learned. At Salesforce’s annual company kickoff in Las Vegas, Benioff presented a keynote address that was broadcast to all Salesforce employees. In a room filled with thousands of Salesforce staffers, he asked who traveled from abroad to stand up for recognition. He then proceeded to make a joke about ICE agents being in the back of the room, an anonymous tipster told