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Amazon, Microsoft, and Google are on track to spend $725 billion on AI infrastructure this year — and none of them can afford to stop. Inside the overspending trap that's reshaping the cloud.

Amazon, Microsoft, and Google are on track to spend $725 billion on AI infrastructure this year — and none of them can afford to stop. Inside the overspending trap that's reshaping the cloud.

Tech

The Great Cloud War: Why Amazon, Microsoft, and Google Have No Choice But to Overspend

Amazon, Microsoft, and Google are on track to spend $725 billion on AI infrastructure this year — and none of them can afford to...

JL HOUSSEMAugust 1, 2026

Amazon just raised 2026 capex to $220 billion — and admits it still won't meet AI demand. A look at whether the spending surge is a defensive moat or a bet that could crush free cash flow

Amazon just raised 2026 capex to $220 billion — and admits it still won't meet AI demand. A look at whether the spending surge is a defensive moat or a bet that could crush free cash flow

Tech

The $220 Billion Gamble: Is Amazon’s Massive Capex Surge a Defense Strategy or an AI Trap?

Amazon just raised 2026 capex to $220 billion — and admits it still won't meet AI demand. A look at whether the spending surge...

JL HOUSSEMAugust 1, 2026

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