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Google and Amazon must sustain pricing and user growth to recoup massive AI investments
Amazon and Alphabet posted record profits in Q1 2026, but billions came from Anthropic paper gains. Sustaining AI pricing and user growth is critical to
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Amazon, Google face scrutiny over AI capex amid tech selloff
Alphabet and Amazon face investor backlash over combined $375B+ in 2026 AI capex plans, with hyperscaler spending on track to reach $725 billion this year.
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Google and Amazon must sustain pricing and user growth to recoup massive AI investments
Amazon and Alphabet posted record profits in Q1 2026, but billions came from Anthropic paper gains. Sustaining AI pricing and user growth is critical to