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Amazon's AI business reportedly 'hugely free cash flow negative' amid infrastructure buildout
An AWS executive forecast negative company-wide free cash flow for 'the next couple of years or so,' Business Insider reports.
TLDR
Business Insider reports that AWS infrastructure executive Prasad Kalyanaraman called Amazon's AI business 'hugely free cash flow negative' at a September 2026 meeting. He expected company-wide free cash flow to remain negative for 'the next couple of years or so.' BI puts Amazon's expected 2026 company-wide capital spending at $220 billion and describes power constraints at some AWS sites. Amazon says staging hardware near deployment sites is routine.
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