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AI Capex Surge Splits Market Between Revenue Winners and Cash‑Strained Spenders

Investor confidence has risen after Amazon and Microsoft showed that heavy AI spending can drive revenue growth.

Amazon Poised to Overtake Microsoft in Race to $3 Trillion Market Value

Hyperscalers Report Rapid AI Cloud Growth and Huge Contracted Backlogs as Tech Stocks Dip

Jassy Says Amazon’s 14,000 Corporate Layoffs Are a Cultural Reset

Big Tech Ramps AI Spending Again, Pushing Annual Capex Past $350 Billion