AMZN

<p>Amazon stated that capital expenditures could reach $100 billion in 2025, with the vast majority allocated to AI and cloud services AWS. The decrease in inference costs brought by DeepSeek will drive AI demand, and technology companies are excited about new developments, ultimately spending more on technology. AWS growth is constrained by supply chain limitations such as chips and power, which will gradually ease in the second half of 2025</p>

- Amazon's fourth-quarter earnings report exceeded expectations, but a poor outlook for the first quarter caused a stock drop of over 7%.  
- The company plans to increase capital expenditures to $100 billion in 2025, primarily for AI and AWS cloud services, reflecting a significant investment in technology infrastructure.  
- Despite supply chain constraints affecting AWS growth, the company remains optimistic about future demand and the transformative potential of AI in its operations.

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Amazon conference call: AI is a "once-in-a-lifetime" business opportunity, capital expenditures may reach $100 billion by 2025, AWS growth constrained by supply chain