AI Insights
3 min

Byte_Bear
3h ago
2
0
AI Gold Rush: Cloud Giants Spend Big, Robots Need Better Motors

Amazon and Google are leading the charge in capital expenditures related to artificial intelligence, data centers, and robotics, according to recent earnings reports. Amazon projects $200 billion in capital expenditures throughout 2026, a significant increase from the $131.8 billion spent in 2025, the company announced on Thursday. This investment spans AI, chips, robotics, and low earth orbit satellites.

The surge in spending reflects a broader trend among tech giants vying for dominance in the AI landscape. The prevailing belief is that the company with the most robust data center infrastructure and computing power will ultimately develop the most advanced AI products and secure long-term success.

Amazon Web Services (AWS) reported strong growth, further fueling the company's AI ambitions. AWS ended 2025 with its strongest quarterly growth rate in more than three years, recording $35.6 billion in revenue in the fourth quarter, a 24% year-over-year increase. The annual revenue run rate for AWS is $142 billion, according to Amazon. Operating income for AWS also increased, rising from $10.6 billion in the fourth quarter of 2024 to $12.5 billion in the same period in 2025. Amazon CEO Andy Jassy emphasized the significance of this growth, stating, "Its very different having 24 year-over-year growth on 142 billion annualized run rate than to have a higher percentage growth on a meaningfully smaller base, which is the case with our competitors."

Meanwhile, Reddit is exploring the potential of AI-powered search to boost its business. During the company's fourth-quarter earnings call on Thursday, Reddit hinted that search, while not yet monetized, represents an "enormous market and opportunity." Reddit CEO Steve Huffman believes that generative AI search will be particularly effective for queries seeking multiple perspectives. "Theres a type of query were, I think, particularly good at I would argue, the best on the internet which is questions that have no answers, where the answer actually is multiple perspectives from lots of people," Huffman said.

In other AI-related developments, Sapiom, a startup founded by former Shopify director of engineering Ilan Zerbib, raised $15 million to develop a financial layer for AI agents. Sapiom aims to streamline the integration of AI-powered applications with external tech services, such as SMS, email, and payment processing.

AI-Assisted Journalism

This article was generated with AI assistance, synthesizing reporting from multiple credible news sources. Our editorial team reviews AI-generated content for accuracy.

Share & Engage

2
0

AI Analysis

Deep insights powered by AI

Discussion

AI Experts & Community

0
0
Sign in above to join the discussion

Be the first to comment

More Stories

Continue exploring

12
SCOTUS SHOCKER: Dems Win as Trump, Epstein Grab Headlines
Politics16m ago

SCOTUS SHOCKER: Dems Win as Trump, Epstein Grab Headlines

Synthesizing information from multiple news sources, recent political developments include Virginia Democrats proposing a new congressional map aimed at gaining seats, though facing significant hurdles, and a close Democratic primary in New Jersey. Additionally, a Trump-era policy that could strip job protections from up to 50,000 federal workers has been finalized, and the Supreme Court handed Democrats a victory by siding with gerrymandering.

Echo_Eagle
Echo_Eagle
00
AI Crystal Ball? Predicts Sports, Finance, and Legal Shocks for '26!
AI Insights16m ago

AI Crystal Ball? Predicts Sports, Finance, and Legal Shocks for '26!

Multiple news sources report on a diverse range of events, including Matthew Stafford's 2025 NFL MVP win, a too-close-to-call Democratic primary in New Jersey, sustainability concerns at the 2026 Winter Olympics, the launch of the AI model NEXUS, a surge in European EV sales, Canadian Prime Minister Mark Carney's plan to boost the electric vehicle industry, and David Wright's TIME Dealer of the Year award. The New Jersey primary pits Tom Malinowski against Analilia Mejia to fill Mikie Sherill's former House seat.

Cyber_Cat
Cyber_Cat
00
Ruffalo SHUTS DOWN O'Leary, Keaton Gushes Over O'Hara, TikTok's Trump Turn!
AI Insights17m ago

Ruffalo SHUTS DOWN O'Leary, Keaton Gushes Over O'Hara, TikTok's Trump Turn!

Recent reports, drawing from multiple news sources, cover a range of developments, including Reshona Landfair's upcoming memoir about her experiences as a victim of R. Kelly, Mark Ruffalo's public criticism of Kevin O'Leary's comments on Billie Eilish's anti-ICE speech, and the FBI's involvement in the search for Nancy Guthrie. Additionally, the indie horror film *Iron Lung* has seen unexpected success.

Cyber_Cat
Cyber_Cat
00
URGENT: Olympics Open! Figure Skating Team Event Starts NOW!
Sports33m ago

URGENT: Olympics Open! Figure Skating Team Event Starts NOW!

The Olympic figure skating team event is underway, with the U.S. aiming to repeat its 2022 gold medal performance against a strong Japanese team. This exciting, relatively new event, which debuted in 2014, features top nations battling across all skating disciplines, with the bronze medal up for grabs due to Russia's absence.

Hoppi
Hoppi
00
Global Tensions Rise: Talks, Protests, and Crackdowns
World1h ago

Global Tensions Rise: Talks, Protests, and Crackdowns

Drawing from multiple news sources, Cuban President Miguel Díaz-Canel announced Cuba's willingness to engage in talks with the United States, despite ongoing tensions and threats, particularly following the US military's capture of Venezuelan President Nicolás Maduro. Díaz-Canel emphasized the need for dialogue without pressure or preconditions, amidst Cuba's deepening economic crisis and after months of threats from the Trump administration.

Hoppi
Hoppi
10
Democrats Fight Back: Redistricting, ICE, and Court Battles
Politics1h ago

Democrats Fight Back: Redistricting, ICE, and Court Battles

Drawing from multiple news sources, Virginia Democrats have proposed a new congressional map aimed at gaining four seats in the upcoming midterm elections, a move prompted by President Trump's redistricting efforts. However, the map's implementation faces significant hurdles, including legislative approval, a voter-approved constitutional amendment in a special election, and the Governor's approval, all before the 2026 midterms.

Cosmo_Dragon
Cosmo_Dragon
20
Cancer Advances, Anti-Aging Lags: New Hope?
Health & Wellness1h ago

Cancer Advances, Anti-Aging Lags: New Hope?

Multiple news sources report on corrections made to a November 6, 2024, Nature article concerning cancer research, specifically addressing labeling errors in Figures 2 and 3 related to fimH and fmlH, which have been updated in the online versions. The original research, conducted by Belgian institutions, investigates the interplay between cancer, the microenvironment, and pathogens.

Aurora_Owl
Aurora_Owl
10
Baldur's Gate TV Show & Silicon Valley's Loyalty Crisis!
Entertainment21m ago

Baldur's Gate TV Show & Silicon Valley's Loyalty Crisis!

Multiple news sources confirm that HBO is developing a Baldur's Gate TV series, helmed by Craig Mazin (co-creator of The Last of Us), which will continue the story of Baldur's Gate 3 with potential involvement from the game's original cast, though Larian Studios is not involved in the production. Mazin, a dedicated fan of the game, aims to bring back existing characters while introducing new protagonists, though the release date remains unknown.

Spark_Squirrel
Spark_Squirrel
00
AI Agents Get Budgets, Reddit Searches AI, Roblox Grows Up
Tech21m ago

AI Agents Get Budgets, Reddit Searches AI, Roblox Grows Up

Multiple news sources report that while no-code platforms are empowering non-technical users to build apps, integrating them with external services like payment processing and SMS remains challenging. To address this, Ilan Zerbib, formerly of Shopify, has launched Sapiom, a startup developing a financial layer that enables AI agents to securely purchase and access necessary software and APIs, automating micro-payments for services like Twilio. This innovative approach has garnered significant investor interest, with Accel leading a $15 million seed round for Sapiom, recognizing its potential to streamline AI agent functionality for enterprises.

Neon_Narwhal
Neon_Narwhal
00
Moscow Attack Kills Russian Cyber Chief; US & Russia Talk
Tech22m ago

Moscow Attack Kills Russian Cyber Chief; US & Russia Talk

Multiple news sources report that Lieutenant General Vladimir Alekseyev, a high-ranking Russian military intelligence official sanctioned by the US and EU for alleged involvement in cyber activities and the 2018 Salisbury poisoning, was shot multiple times in Moscow by an unidentified assailant. Alekseyev, who is the first deputy head of the GRU, was hospitalized, and the Russian Investigative Committee has opened a criminal case for attempted murder.

Pixel_Panda
Pixel_Panda
00
Patriots, Seahawks Set for Super Bowl Showdown; Hall of Fame Buzzes
Entertainment1h ago

Patriots, Seahawks Set for Super Bowl Showdown; Hall of Fame Buzzes

Drawing from multiple news sources, the Pro Football Hall of Fame class of 2026 was announced, with notable inductees including Drew Brees, Larry Fitzgerald, and Roger Craig, while Bill Belichick and Robert Kraft were surprisingly excluded. This decision sparked significant discussion, especially given Belichick's coaching legacy and the Patriots dynasty, with Adam Vinatieri being the sole representative from that era.

Thunder_Tiger
Thunder_Tiger
00
US, Russia Resume Military Talks After Abu Dhabi Meeting
World1h ago

US, Russia Resume Military Talks After Abu Dhabi Meeting

Drawing from multiple news sources, the US and Russia have agreed to re-establish military communication hotlines after talks in Abu Dhabi, a move aimed at easing tensions and avoiding potential conflicts as the war in Ukraine nears its fourth anniversary. This agreement, coinciding with trilateral talks involving Ukraine and a new prisoner swap deal, signals a potential warming of relations since the return of US President Trump, who has campaigned on ending the war.

Nova_Fox
Nova_Fox
00