Amazon.com Inc. warned investors that it could face capacity constraints in its cloud computing division despite plans to invest some $100 billion this year, with most of the money going toward data centers,

Despite Amazon’s plans to invest nearly $100 billion in cloud infrastructure this year, CEO Andy Jassy has cautioned that delays in accessing hardware constraints may hinder growth. Microsoft is facing similar issues,

A clear trend has emerged in the past few weeks, as one tech giant after another reported their earnings: Big Tech is spending big on artificial intelligence in 2025. Combined, Meta, Microsoft, Amazon and Alphabet,