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Amazon's $200 billion capex bet signals AI infrastructure supply crunch

Data center capacity has become the hard ceiling on how fast AI services can scale. Amazon has projected its 2026 capital expenditure at $200 billion, and with the company set to report ear

$Devon Ashkar·NewsNTech·[AMZN] [NVDA]

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Oracle stock rises 7% as cloud infrastructure revenue more than doubles

The constraint in enterprise cloud is throughput capacity: how much workload a provider can absorb per dollar of capital deployed, and whether its contracted backlog indicates that demand will keep the data centers fille…

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Nvidia shares jump 6% on blockbuster earnings as AI demand guidance holds

The most direct market read on AI spending durability comes from chip company guidance, not from the companies deploying AI themselves. Chip suppliers sit upstream of the AI infrastructure buildout

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