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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 earnings after the bell, the primary question for investors is whether surging artificial intelligence demand forces that number higher still.
Some analysts already believe it will. The constraint that drives the number The mechanism behind large cloud capex is worth holding in place.
Training and serving large AI models requires dense compute clusters, high-throughput networking, and power infrastructure that takes years and billions of dollars to bring online.
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