Amazon (NASDAQ: AMZN) announced a surprising $200 billion budget for capital expenditures in 2026, a significant $70 billion increase from 2025. A substantial portion of this investment will enhance its data center capacity, utilizing Nvidia (NASDAQ: NVDA) GPUs, while also allocating funds to other chipmakers, including those available for purchase at attractive prices. This strategic move underscores Amazon’s commitment to expanding its AI capabilities. Investors should pay attention to the evolving landscape of semiconductor investments.
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