Cloud giants pour nearly $600B into capex as AI demand surges
While we have increased our capacity quite significantly over the past three years, the demand still outpaces that investment Google CFO Anat Ashkenazi Biggest of them all, Amazon disclosed that its Amazon Web Services (AWS) division took in $42.2 billion during its second quarter, ended June 30, 2026. This was an increase of 36.7 percent year-on-year and its fifth consecutive quarter of accelerating growth. But even at that amount, we will still not have enough capacity to meet all the demand we have in 2026, and I believe this dynamic will also be true in 2027 too.""We've done this before in the first era of cloud computing, just over a longer time horizon, where demand built more gradually than it has with AI.
- ▪While we have increased our capacity quite significantly over the past three years, the demand still outpaces that investment Google CFO Anat Ashkenazi Biggest of them all, Amazon disclosed that its Amazon Web Services (AWS) division took i
- ▪This was an increase of 36.7 percent year-on-year and its fifth consecutive quarter of accelerating growth.
- ▪But even at that amount, we will still not have enough capacity to meet all the demand we have in 2026, and I believe this dynamic will also be true in 2027 too.""We've done this before in the first era of cloud computing, just over a longe
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| Original publisher | The Register |
| Canonical URL | https://www.theregister.com/off-prem/2026/08/04/cloud-giants-pour-nearly-600b-into-capex-as-ai-demand-surges/5282679 |
| Publication time | Tue, 04 Aug 2026 15:09:00 +0200 |
| Retrieval time | 2026-08-04T13:10:44.387Z |
| Last seen | 2026-08-04T13:10:44.387Z |
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| Cluster | jjRBZOMRreoa · 1 stories |
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Basis: Derived from the published RSS/Atom feed. Contact: [email protected]. Reviewed: 2026-07-24.
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(function() { let windowUrl = window.location.href; windowUrl = windowUrl.substring(windowUrl.indexOf('?') + 1); let messageElement = document.querySelector('.shareableMessage'); if (windowUrl && windowUrl.includes('code') && windowUrl.includes('expires')) { messageElement.style.display = 'block'; } })(); OFF-prem Cloud giants pour nearly $600B into capex as AI demand surges Revenue is soaring, yet hyperscalers say they still cannot build capacity fast enough Dan Robinson Dan Robinson IT INFRASTRUCTURE REPORTER Published tue 4 Aug 2026 // 14:09 UTC AI has turbocharged an already expanding cloud services market as organizations pour billions into online platforms offering the compute needed to train and run models, swelling the coffers of the established giants.Their latest results show…
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