Could Amazon Be Spending Too Much on AI? Here's What Wall Street Thinks About Its Planned $200 Billion in Capex for 2026.

As artificial intelligence has exploded in popularity and use, so has big tech's spending on it. The four major hyperscalers plan to spend hundreds of billions of dollars on data center infrastructure this year, with Amazon (NASDAQ: AMZN) projecting the largest budget. At the time it delivered its Q4 2025 earnings report in February, it said it anticipated capital expenditures of $200 billion for 2026.For perspective, fewer than 30 public companies worldwide have generated more than $200 billion in revenue over their past four quarters combined. Less than 60 countries have GDPs of over $200 billion. So, with Amazon planning historic AI capex, should investors be worried? Wall Street seems to be conflicted on the issue.Image source: The Motley Fool.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool