WS #13180
Holding: newest synthesis is 103d 5h old
Amazon raises FY26 capex to ~$220B on AI/AWS demand; Apple sees demand exceeding supply; Microsoft CEO warns against over-reliance on AI; Big Tech combined AI capex to hit $745B in 2026.
AI infrastructure capex surge and tech divergence
Amazon raises FY26 capex to ~$220B on AI/AWS demand; Apple sees demand exceeding supply; Microsoft CEO warns against over-reliance on AI; Big Tech combined AI capex to hit $745B in 2026.