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Cloud capex forecast calls for 29% jump in 2027 as compute demand exceeds capacity: MS - Seeking AlphaSeeking Alpha · Sat, 08 Aug 2026 12:00:39 GMTAMZN Stock Rises After Q2, AWS Beat: CEO Says Even Higher CapEx Won’t Be Enough To Meet Soaring Cloud Demand - StocktwitsStocktwits · Sat, 08 Aug 2026 01:31:39 GMTAmazon's AI Spending Keeps Rising. Andy Jassy Says Memory Costs Drove $20 Billion Capex Increase. - International Business TimesInternational Business Times · Sat, 08 Aug 2026 00:38:01 GMTMicrosoft & Amazon Surge Over 20% in 3 Days: Is the AI Sector Starting to Trade on the "Profit Rotation" Logic? - 36 Kr36 Kr · Fri, 07 Aug 2026 08:22:19 GMTMeta Cloud Business vs AWS, Azure: Stock Jumps 9% - tech-insider.orgtech-insider.org · Thu, 06 Aug 2026 22:48:12 GMTCloud Is the Cash Engine Funding Big Tech’s $725bn AI Bill, and Meta Wants In - ADWEEKADWEEK · Thu, 06 Aug 2026 11:29:37 GMTAmazon, Alphabet, and Microsoft All Delivered Soaring Cloud Growth Thanks to AI. Here's the 1 I'd Buy Right Now - The Motley FoolThe Motley Fool · Thu, 06 Aug 2026 08:02:00 GMTBig Tech’s AI Revenue Is Surging, but Suppliers Will Still Be the Bigger Winners - IO FundIO Fund · Wed, 05 Aug 2026 07:00:00 GMT