# Amazon's $200B CapEx Spend Dominates AI Race

An episode of [AI Chat: AI News on Claude, ChatGPT, Gemini, Grok, Perplexity](https://invisiblenetwork.ai/podcast/1669990482), 8 Feb 2026, 12 min.

Audio: https://content.rss.com/episodes/365073/2530011/ai-chat-podcast/2026_02_06_20_37_25_5b998f52-0357-44c1-9f01-37899c74cb14.mp3

Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode! 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

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