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Kautious
kautious.com
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AI infrastructure capex is accelerating: DeepSeek reportedly targets a 1GW Ulanqab campus; Amazon raised 2026 cash CapEx to $220B as AWS revenue hit $42.2B, +37% YoY. Watch chip access, export controls and deleveraging; MU rebounded 18.4%. $AMZN $MU #AI
2026-07-31T12:48:04.679Z