2026년 2월 7일 · Unknown · financial · 출처 Yahoo Finance
This article first appeared on GuruFocus.
Amazon.com (AMZN) shares slid about 10% on Friday after the company outlined plans to sharply lift spending on artificial intelligence and infrastructure.
The e-commerce and cloud giant said it expects to invest roughly $200 billion in AI, chips, robotics and low-Earth-orbit satellites, with most of the capital flowing into Amazon Web Services, according to a Thursday press release.
Chief Executive Andy Jassy told analysts the bulk of the budget targets AI capacity, calling the technology a long-term growth driver, though investors remain cautious about when returns may materialize.
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The move comes as Meta Platforms (NASDAQ:META), Alphabet (NASDAQ:GOOGL) and Microsoft (NASDAQ:MSFT) also ramp up AI outlays. Together, the Big Tech group plans close to $650 billion in AI-related spending this year. Meta expects up to $135 billion in capital expenditures, while Google targets about $185 billion. Microsoft has already deployed more than $72 billion on AI infrastructure and hiring.
Pressure spilled across tech stocks this week as concerns grew over rising costs. Cisco Systems (NASDAQ:CSCO) CEO Chuck Robbins said AI will create winners and losers, while JPMorgan Chase (NYSE:JPM) CEO Jamie Dimon said some investments will likely disappoint.
Amazon CFO Brian Olsavsky said the company is cutting costs elsewhere as AI spending accelerates.
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