Amazon has outlined plans to pour roughly $200 billion into substantial capital investments by 2026, a sum that not only exceeds market predictions but also underscores the commitment of U.S. tech giants to maintain, if not increase, their investments in the artificial intelligence (AI) sector in the near future. Following the announcement that first-quarter operating profit projections fell short of market expectations, Amazon's stock price experienced a brief plunge of over 11% in after-hours trading. Presently, leading tech firms are engaged in a fierce race to heavily invest in constructing AI infrastructure, with the combined capital expenditures of the four largest cloud service providers projected to surpass $500 billion this year. Wall Street is insistent that AI expenditures should generate tangible operational or financial returns. Google and Meta have garnered investor approval for their capital expenditure strategies, whereas Microsoft encountered sell-offs as its cloud business growth only marginally outperformed expectations. Amazon has indicated that there is robust corporate demand for AI, yet capacity limitations have impeded its ability to satisfy this demand. Consequently, the company intends to boost investments in the fourth quarter to ease these bottlenecks. Furthermore, Amazon is persistently expanding its e-commerce operations and has implemented substantial changes within its retail division.