Amazon CEO Andy Jassy has called on companies to invest boldly in artificial intelligence, describing it as a “once-in-a-lifetime reinvention” in his annual letter to shareholders. Jassy emphasized that substantial upfront capital is essential to capture long-term value as demand for AI infrastructure and services continues to surge.
Jassy said Amazon plans to invest over $100 billion in capital expenditures in 2025, with most of it directed toward building out AWS AI capabilities. He pointed to rising data center and chip costs as current challenges, but noted that advances like Amazon’s Trainium2 chips are already delivering 30–40% improvements in price-performance, helping to drive down future inference costs as adoption scales.
