May. 5 at 12:15 AM
$AMZN What Gemini Ai told me, made me smile...(not FA, do your own dd...):
"Why Amazon is the "AI Landlord"
Infrastructure Sovereignty: Amazon is spending
$200 billion in 2026 alone—the largest private sector expansion in history—to build massive physical facilities that smaller AI companies simply cannot afford to build themselves.
Control of the "Utilities": By locking in massive amounts of land, power, and chips, Amazon isn't just selling software; they are leasing out the physical space and electricity required to keep AI models running.
Major "Tenants":
OpenAI: In late 2025, OpenAI signed a
$38 billion deal to use AWS infrastructure for its workloads, a move seen as a major validation of Amazon's "landlord" status.
Anthropic: Amazon’s
$15 billion Indiana campus is essentially being built as a dedicated facility for Anthropic to run its largest models.
U.S. Government: AWS is building a
$50 billion "AI GovCloud" that acts as the primary host for classified federal AI work."
