At this point, the true implications (and possible consequences) of AI cap-ex is, at best, unknown.
Any knee-jerk reactions at this time are speculative and nothing more. Amazon's bet is on AI gives insight into where senior management see the company's future growth potential.
In the near term, solid fundamentals still reflect a good company (and a good buy-in at current levels).
In the long-term only time will tell.
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