The Revenue Explosions at Anthropic, OpenAI, and Perplexity Cast the [Capex Shock] in a Whole New Light - Amazon is an AI Winner!

In April 2026, the tech world is facing a paradoxical situation. While critics label the investment spending of Amazon (i), Alphabet & Co. as risky gigantism, the bare numbers from the AI pioneers provide the most impressive justification one can imagine. The transition from AI hype to monetization is in full swing. This was also confirmed by Amazon CEO Andy Jassy in his shareholder letter on April 9, 2026. Quote from him: "I have been following the public debate about whether this technology is overvalued, whether we are in a bubble, and whether...