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on Amazon and Microsoft: CapEx Is the mew Moat
Why Amazon and Microsoft are spending like utilities and why the “AI margin model” depends on commoditizing compute
Feb 19, 2026
11 min read
🎁 Don’t miss out — get 30 days free. Start your trial today!
Why Amazon and Microsoft are spending like utilities and why the “AI margin model” depends on commoditizing compute
Feb 19, 2026
11 min read
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