The CEO of Amazon stated that long-term AI benefits will prove the rationality of capital expenditures.

Amazon CEO Andy Jassy stated in his letter to shareholders that in order to reap the long-term benefits of the AI boom, Amazon is willing to make large capital expenditures and endure the impact on free cash flow in the short term. Jassy said, "AI is a once-in-a-lifetime opportunity, with current growth unprecedented and future growth even greater." He also said, "Our strategy in this area will not be conservative - we are investing to become influential leaders, and as a result, our future business, operating profit and free cash flow will all become even larger."