Why Amazon’s AI Spending Scare Could Be a Once-a-Decade Opportunity
When Amazon announced plans to spend roughly $200 billion on AI-related capital expenditure, the market’s verdict was swift—and brutal. Shares dropped sharply. Hundreds of billions in market value evaporated. Commentators dusted off the usual phrases: margin pressure, overinvestment, empire building.
To most investors, this looked like reckless excess.
To…
