A $61 Billion Reason to Buy Amazon Stock for 2026

Data center infrastructure is turning into one of the biggest spending races in the market. Deal activity in the sector hit a record $61 billion in 2025, showing the rapid pace of companies locking in enough data center space and computing power for artificial intelligence work. And this is further fueled by generative AI workloads that are pushing today’s power and server capacity to the limit. 

Demand for AI-ready data centers is soaring so quickly that supply could fall behind. This is the reason behind the largest cloud providers that are rushing to add more capacity, along with specialized chips and better cooling systems. One of the clearest winners from this shift is Amazon (AMZN), since AWS is spending heavily to stay ahead as AI infrastructure spending keeps rising.

Amazon has already doubled AWS power capacity since 2022 and added 3.8 gigawatts in the last year alone, more than any other cloud provider,…