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Amazon projects around $220B in 2026 capex for AWS and AI, while partnering with OpenAI to extend ad campaigns directly into ChatGPT. Meanwhile, Ohio may renegotiate data center tax incentives, and W…
Amazon cut AGI unit jobs amid broader restructuring, admitting its AI models lag OpenAI, Anthropic, and Google. Despite layoffs, Amazon maintains massive AI capex plans ($200B in 2026) and growing AW…
Microsoft and Amazon Q1 2026 earnings reveal divergent AI monetization timelines. Microsoft's Copilot/Azure AI hit $37B run rate with 45.6% margins, while Amazon burns $18.2B FCF building Trainium si…