◆ NeutralAMZNMSFT
Amazon Could Be About to Reap the Rewards of a Software Spending Boom
Investing.com·
A Jefferies survey of IT executives shows cloud spending is expected to grow over 10% in 2026, with 95% of CIOs planning to increase cloud budgets and 56% specifically planning to spend more on AWS. This data supports Amazon's massive CapEx investments in AI infrastructure and data centers, suggesting the market has been undervaluing the company based on fear rather than fundamentals.
Read Full Article at Investing.com →