Amazon AI
Amazon built the infrastructure the AI revolution runs on. AWS powers a significant share of the world's AI workloads — and Amazon is investing $200 billion in 2026 to extend that lead. From Alexa to Trainium chips to its growing relationship with OpenAI, Amazon's AI strategy is quieter than its rivals and more consequential than most realise.
Amazon Bets $200 Billion on AI — While Quietly Stealing OpenAI from Microsoft
Amazon Web Services grew 28% to over $37 billion — its strongest quarter in 15 years. Total AI infrastructure spend: $200 billion for 2026. But the bigger story is Amazon’s growing relationship with OpenAI, increasingly at Microsoft’s expense. The most consequential partnership shift in AI is happening quietly — and Amazon is winning it. Published by gafam.ai — The European Eye on Big Tech & Artificial Intelligence.