Amazon increases AI infrastructure spending to $220bn this year

Amazon raised its 2025 capex forecast from $180bn to $220bn, with most going to AI data centers and compute. CEO Andy Jassy called it a 'once-in-a-lifetime opportunity.' The full article is paywalled, so the post doesn't spell out segment-level allocation, expected returns, or depreciation timeline. Worth flagging: this is a full-year plan, not money already spent, and it lands right after Meta's AI spending spooked the market.

Why it matters: Amazon raised its annual AI capex target to $220bn, a $40bn jump, with the CEO framing it as a 'once-in-a-lifetime opportunity' — the signal is strong. The deduction is because the article sits behind a paywall; allocation breakdown, payback timeline, and depreciation treatmen...