Amazon offers AI customers access to AI chips and other key products and services.
Though investors have been bullish on artificial intelligence (AI) stocks over the past few years, in recent times, they’ve started to worry about one thing in particular: spending. The concern is that cloud companies may build out too much capacity — and then be left with this extra infrastructure, and the costs it involves, if demand falters.
This risk, along with the high valuations of many growth stocks, has periodically weighed on AI stocks. We saw a pullback amid these concerns back in November, for example. So, it’s not too surprising that last week, when Amazon (AMZN 0.64%) announced its plan for $200 billion in 2026 capital spending, in part to address AI demand, the stock immediately slipped in pre-market trading.
But if you’re worried about Amazon’s AI spending, consider the following nine words from chief executive officer Andy Jassy. They should ease your mind — and even encourage you…
https://www.fool.com/investing/2026/02/08/worried-about-amazons-ai-spending-words-from-jassy/
