Amazon's $200B CapEx Spend Dominates AI Race

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
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Episoder(306)

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 Feb 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 Feb 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 Feb 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 Feb 12min

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 Feb 12min

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 Feb 12min

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 Feb 12min

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