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The $200 Billion Amazon Capex Shock and Big Tech Reckoning
Amazon shares slide as $200 billion 2026 capex plan reignites worries about Big Tech’s AI spending returns
Amazon sinks after outlining a massive 2026 AI infrastructure spending plan, and the market starts asking the uncomfortable question again: when do we actually see the returns?
What happened
Amazon outlined roughly $200 billions of capital spending for 2026, a step-up that caught investors off guard and pushed the stock sharply lower.
This isn’t happening in isolation — Big Tech collectively is talking about more than $600 billion in AI and data-centre related investment, and Wall Street…
The skinny
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