Saw this yesterday and thought it was pretty interesting. Amazon CEO Andy Jassy says AWS's major cloud capacity is largely booked through 2027, with a good chunk of 2028 already committed. And this is a company planning to spend around $220 billion this year. Obviously, having customers lined up is great, but $220 billion is an absolutely ridiculous amount of money to invest. I suppose the big question is whether all this AI demand eventually translates into the profits investors are expecting. Amazon reports earnings on October 29, so that'll be interesting to watch. Anyone here holding $AMZN? Are you confident in all this spending, or starting to think these tech companies are getting a bit carried away? -League9544
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