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“Amazon’s $200B Spending Surge Ignites a Massive Rally Across the AI Supply Chain” 🚨

The AI supply chain is entering a powerful new growth phase as Big Tech dramatically ramps up capital spending, with Amazon leading the charge. Amazon’s plan to deploy $200 billion in business investment this year capped off a reporting season where every “Magnificent 7” hyperscaler projecting 2026 guidance came in well above Wall Street expectations. The message is clear: AI infrastructure demand is accelerating faster than anticipated.

That surge in spending is rippling across the entire AI ecosystem. Data center and neocloud operators are among the biggest winners, as persistent demand—and an ongoing shortage of AI compute—pushes capacity expansion into overdrive. Companies like Applied Digital, CoreWeave, Cipher Mining, and Nebius are rallying sharply, with some benefiting from their legacy crypto-mining infrastructure now being repurposed for AI workloads.

On the hardware side, chipmakers continue to dominate the narrative. Nvidia, Broadcom, and AMD remain central to AI’s buildout, as hyperscalers race to secure cutting-edge processors to power next-generation models. At the same time, rack and server providers such as Super Micro Computer and Dell are seeing renewed momentum as data centers scale rapidly.

The boom doesn’t stop there. Energy providers are emerging as a critical piece of the AI puzzle, with companies tied to nuclear, small modular reactors, and alternative power sources gaining traction. As AI data centers demand massive, reliable energy supplies, power infrastructure is becoming just as strategic as chips and servers.

Taken together, Amazon’s capex plans underscore a broader reality: the AI arms race is no longer just about software—it’s about owning the full stack. And right now, the entire AI supply chain is reaping the rewards.