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Amazon and Google are winning the AI capex race — but what’s the prize?
Market Intelligence Analysis
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Why This Matters
Amazon and Google are leading the AI capex race, with Amazon planning to spend $200 billion and Google $175-$185 billion in 2026, indicating significant investments in artificial intelligence.
Market Impact
Market impact analysis based on bullish sentiment with 90% confidence.
Sentiment
Bullish
AI Confidence
90%
Time Horizon
Short Term
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
In 2026, Amazon plans to spend $200 billion in capex. Google is just behind at $175 billion to $185 billion. It's a lot of money!
Original article published by
TechCrunch
on February 6, 2026.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.