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AWS will be a $1T business, Jassy says. But first, it will spend big. | TechCrunch
techcrunch.com/2026/10/29/aws-will-be-a-1t-business-jassy-says-but-first-it-will-spend-big/

Amazon's cloud business grows 39%, but $42 billion in cash flows out: Is AI spending becoming too expensive?
livemint.com/companies/news/amazons-cloud-business-grows-39-but-42-billion-in-cash-flows-out-is-ai-spending-becoming-too-expensive-11793339012581.html

Amazon's AWS revenue surges 39% to $46 billion, but massive AI spending drains cash flow
neowin.net/news/amazons-aws-revenue-surges-39-to-46-billion-but-massive-ai-spending-drains-cash-flow/

Microsoft cuts 2026 AI capex forecast by $5 billion to $170 billion: CFO Amy Hood cited delays in third-party capacity as Wall Street scrutinizes returns on AI ...
businessinsider.com/microsoft-trims-ai-spending-plans-to-170b-as-azure-revenue-surges-2026-10

AWS Margin Expansion Drives the Bull Case for Amazon - Amazon.com (NASDAQ:AMZN): Amazon stock faces near-term pressure over its $220 billion AI spending plan ...
benzinga.com/trading-ideas/movers/26/10/62555075/aws-margin-expansion-drives-the-bull-case-for-amazon

OpinionSAP clients increasingly worry about AI models' origin, CFO says: Customers are increasingly asking where the AI inside their business software was built ...
reuters.com/world/china/sap-clients-increasingly-worry-about-ai-models-origin-cfo-says-2026-10-22/

Elice's huge stock swings show AI's spending boom is getting more investor scrutiny
cnbc.com/2026/10/21/ai-boom-spending-profit.html

Amazon’s AI Infrastructure Spending Soars, Resulting In Negative Cash Flow, As Report Claims $5 Billion Of NVIDIA GB300 Rack Deliveries Happened In August ...
wccftech.com/amazon-free-cash-flow-negative-ai-infrastructure-spending/

AWS, Anthropic race to deploy army of specialized engineers key to proving AI spending will pay off
cnbc.com/2026/10/15/aws-anthropic-racing-to-deploy-army-of-specialized-ai-engineers.html

TESDA adds more free courses on cloud computing, AI: Ready to take your digital skills to the next level?
philstarlife.com/self/220073-tesda-more-free-courses-cloud-computing-ai-training

Amazon jumps as AWS growth soothes fears over rising AI spending: The Globe and Mail offers the most authoritative news in Canada, featuring national and ...
theglobeandmail.com/investing/article-amazon-jumps-as-aws-growth-soothes-fears-over-rising-ai-spending/
Microsoft, AWS and Anthropic are spending billions — and not on better models: Microsoft, AWS, OpenAI and Anthropic are all racing to embed engineers inside ...
thenewstack.io/microsoft-frontier-forward-deployed/

AI's new power brokers: CFOs: As companies pour billions into AI, CFOs are the gatekeepers of one of corporate America's biggest spending booms.
businessinsider.com/cfo-power-brokers-ai-era-2026-6
Microsoft CFO’s AI Spending Runs Up Against Tech Bubble Fears: After making a controversial call to pause some data center development last year ...
bloomberg.com/news/features/2026-04-01/microsoft-s-ai-ambitions-rest-in-hands-of-satya-nadella-s-trusted-cfo

Paid articlePaywallAmazon's Jassy now sees AWS hitting $600 billion a year on AI tailwinds: Jassy's comments, delivered at an internal all-hands meeting and reviewed by ...
techspot.com/news/111726-amazon-jassy-now-sees-aws-hitting-600-billion.html

Amazon’s Andy Jassy bets on $200bn AI spending drive to revive AWS: Shake-up follows fears tech giant missed early AI boom as Microsoft and Google challenge ...
ft.com/content/905df663-8c47-4e88-b6ff-24dd4bd46290

The Twin Engine Strategy That Propels AWS Is Working Well: Like Google and Meta Platforms, Amazon knows exactly how to infuse AI into its business operations ...
nextplatform.com/2026/02/08/the-twin-engine-strategy-that-propels-aws-is-working-well/

Amazon's $200 billion AI spending plan stuns Wall Street: On the earnings call, analysts pushed CEO Andy Jassy for assurances on future returns from this capex ...
businessinsider.com/amazon-ai-spending-plan-capex-stuns-wall-street-2026-2
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