Amazon says its AWS cloud business is bringing in more money than expected, signaling strong momentum in the segment. But the company’s CEO also warned that heavy capital spending will continue for the near term, even as profits rise. The result: investors may see upside from AWS alongside costs needed to support growth.
SpaceX’s IPO pitch signals a strategic pivot: its AI unit is projected to consume 61% of 2025 capital spending. Even with Starlink generating profits, the scale of AI investment—and possible deals tied to tools like Cursor—could stretch SpaceX’s cash runway against deep-pocketed Big Tech players.
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