Amazon spends US$220B on AI as power delays squeeze cash flow

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Amazon spends US$220B on AI as power delays squeeze cash flow

Amazon plans about US$220 billion in capital expenditure in 2026, mainly for cloud and AI infrastructure, but delays in data center power and construction are causing server racks to arrive before they can be deployed. The bottleneck is leaving expensive equipment in warehouses, preventing it from immediately generating computing capacity and revenue.

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