As Wall Street frets about the tech industry’s eye-popping artificial intelligence spending spree, Amazon CEO Andy Jassy isn’t blinking.

Inside Amazon’s Ambitious AI Strategy In a tech landscape defined by rapid innovation, Amazon has once again raised the stakes ...

On Thursday, Amazon CEO Andy Jassy mounted a full-throated defense of the company’s plan to sink roughly $200 billion into AI ...

Microsoft's shift to agentic AI, custom silicon, and the M365 E7 suite positions it to absorb SaaS budget consolidation.

Under Andy Jassy, Amazon is pouring $200 billion into A.I. infrastructure to dominate the cloud and secure its next decade of ...

CEO Andy Jassy in his annual letter to shareholders has detailed a corporate strategy centered on high-scale capital ...

Andy Jassy's 2026 shareholder letter reveals Amazon's Graviton, Trainium, and Nitro chips generate $20bn+ a year — and could ...

Amazon shares have struggled so far this year as investors question the company's aggressive AI spending plans.

"We're not investing approximately $200 billion in capex in 2026 on a hunch," Jassy wrote in his annual letter to ...

The e-commerce giant’s CEO noted the dominance of brick-and-mortar retail despite decades of disruption, but sees that as a ...

Andy Jassy's annual shareholder letter reads something like a diss track to a wide range of competitors as he defends ...

Investors should examine the potential benefits of this spending before panicking over its scope.