Amazon’s US$200b Capex Puts AI Growth And Regulation In Focus

Amazon.com (NasdaqGS:AMZN) plans to spend about US$200b in capital expenditure in 2026. The company aims to fund artificial intelligence, chip development, robotics, and infrastructure projects. This announcement follows a modest Q4 earnings miss and growing investor focus on returns from AI spending. At the same time, Germany's antitrust regulator is imposing restrictions and fines on Amazon's marketplace practices. For you as an investor, this combination of very large planned spending...