Amazon's $200B CapEx Spend Dominates AI Race
AI Breakdown8 Helmi

Amazon's $200B CapEx Spend Dominates AI Race

In this episode, we explore the intense CapEx spending by tech giants like Amazon, Google, and Meta in the AI compute arms race. We also discuss how Amazon's AWS cloud business is outperforming and expanding, despite investor concerns about the massive expenditures.

Chapters

00:00 Introduction to the AI Spending Race

01:57 AIbox Announcements and Tier Updates

03:56 Amazon's Massive Capital Expenditure

05:39 Competitor Spending and Investor Skepticism

11:51 AWS Performance and Growth

18:09 Wall Street and the Future of AI

Links

  • Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai
  • AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer
  • Join my AI Hustle Community: https://www.skool.com/aihustle
  • Jaksot(911)

    Reddit's AI Answers & Meta's Vibes App

    Reddit's AI Answers & Meta's Vibes App

    In this episode, we explore how social media giants Reddit and Meta are leveraging AI to reshape user experience and create new revenue streams. We examine Reddit's pivot towards AI-powered search for...

    7 Helmi 11min

    SpaceX Asks FCC for 1M AI Data Centers in Space

    SpaceX Asks FCC for 1M AI Data Centers in Space

    In this episode, we discuss SpaceX's audacious plan to launch a million AI data center satellites into orbit, outlining the logistical and economic reasons behind this move. We also explore the recent...

    6 Helmi 11min

    Anthropic's Opus 4.6 and OpenAI's Codex: New AI Models Compete

    Anthropic's Opus 4.6 and OpenAI's Codex: New AI Models Compete

    In this episode, we explore Anthropic's new Opus 4.6 and its 'agent teams' feature, alongside OpenAI's competing GPT 5.3 Codex, highlighting the intense rivalry in the AI development space. We also di...

    5 Helmi 10min

    Lotus Health AI Doctor Raising $35M

    Lotus Health AI Doctor Raising $35M

    In this episode, we explore Lotus Health AI's innovative approach to healthcare, where an AI doctor provides free consultations and aims to redefine primary care. We also discuss the challenges, poten...

    4 Helmi 12min

    SpaceX Acquires XAI for $1.25 Trillion

    SpaceX Acquires XAI for $1.25 Trillion

    In this episode, we explore the monumental acquisition of XAI by SpaceX, creating an unprecedented $1.25 trillion integrated technology company. We discuss the ambitious vision of building AI data cen...

    3 Helmi 12min

    The History of AI

    The History of AI

    In this episode, we journey back in time to explore the fascinating history of artificial intelligence, tracing its origins from early philosophical questions about machine thought to the symbolic AI ...

    2 Helmi 12min

    Anthropic's New Plugins and $3 Billion Lawsuit

    Anthropic's New Plugins and $3 Billion Lawsuit

    In this episode, we talk about Anthropic's new Co-Work plugins for enterprise users, designed to automate specialized tasks and streamline workflows. We also discuss the major $3 billion lawsuit filed...

    30 Tammi 10min

    Suosittua kategoriassa Politiikka ja uutiset

    aikalisa
    rss-ootsa-kuullut-tasta
    tervo-halme
    ootsa-kuullut-tasta-2
    politiikan-puskaradio
    viisupodi
    rss-podme-livebox
    et-sa-noin-voi-sanoo-esittaa
    rss-asiastudio
    otetaan-yhdet
    rss-vaalirankkurit-podcast
    the-ulkopolitist
    linda-maria
    rikosmyytit
    rss-mina-ukkola
    rss-kaikki-uusiksi
    rss-merja-mahkan-rahat
    radio-antro
    rss-polikulaari-humanisti-vastaa-ja-muut-ts-podcastit
    rss-raha-talous-ja-politiikka