AI Infrastructure Buildout and Constraints

Covers the global expansion of AI-optimized data centers, including hyperscaler investments, infrastructure constraints (power, cooling, networking), supply chain bottlenecks, and the transition from hype to production-ready solutions.

Can AWS Monetize the AI Buildout Before the Economics Turn?

With demand shifting from training to inference and open-weight rivals rising, Amazon's answer will shape its next decade.

By KAPUALabs

/ 5 Aug 2026

Amazon’s AI Spend: Bull Case Momentum vs. Bear Case Overcapacity

Custom chips and growing demand support AWS’s expansion, but EU fines and unproven returns threaten the investment thesis.

By KAPUALabs

/ 6 Jul 2026

Amazon’s AI Spend: Bull Case Momentum vs. Bear Case Overcapacity

AWS and the AI Infrastructure Revolution: A Marshallian Deep Dive

Examining the shift from training to inference, supply chain bottlenecks, and the capital intensity reshaping cloud economics.

By KAPUALabs

/ 5 Jul 2026