While investors have been bullish on artificial intelligence (AI) stocks over the past few years, they’ve recently begun to worry about one thing in particular: spending. The concern is that cloud companies may build too much capacity and then be left with this extra infrastructure, and the costs involved, if demand drops.
This risk, combined with the high valuations of many growth stocks, has periodically weighed on AI stocks. For example, we saw a pullback in November due to these concerns. So, last week, when Amazon (NASDAQ: AMZN) The stock immediately fell in premarket trading after announcing a $200 billion capital spending plan for 2026, in part to address artificial intelligence needs.
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But if you’re worried about Amazon’s AI spending, consider these nine quotes from CEO Andy Jassy. They should reassure you and even encourage you to buy Amazon stock.
First, let’s take a quick look at how Amazon fits into the AI story. You probably know the company best for its e-commerce business, but Amazon is also involved in cloud computing. In fact, Amazon Web Services (AWS) is the global leader in this industry. Customers come to AWS for a variety of services, but artificial intelligence has driven growth in recent years.
AWS provides AI customers with everything they need for their projects: from in-house developed chips that appeal to cost-conscious customers to high-end chips from market leaders NVIDIA. AWS also sells access to Amazon Bedrock, a fully managed service that allows customers to adapt popular large-scale language models to their needs.
All of this has driven tremendous growth for AWS. In the most recent quarter, Amazon reported an annual AWS revenue run rate of $142 billion, with the segment’s revenue soaring 24%. This was the strongest growth rate in 13 quarters.
Now, let’s consider Jassy’s words. “Customers do want AWS to handle core and AI workloads,” he said on the company’s earnings call.
The fact that customers are turning to AWS for both non-AI and AI projects shows that Amazon can still grow with non-AI projects even as demand for AI declines. If you’re worried about slowing growth in AI, this should reassure you.
Beyond that, Jassy said as the company adds new capacity, it will monetize it immediately. All of this should reassure investors as Amazon embarks on a new wave of spending, as it shows the company isn’t entirely dependent on its AI needs and is quickly realizing a return on investment.
All of this makes Amazon a stock worth owning whether the AI craze stalls or continues to grow.
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Adria Cimino works at Amazon. The Motley Fool owns and recommends Amazon and Nvidia. The Motley Fool has a disclosure policy.
Worried about Amazon’s AI spending? Andy Jassy’s 9 Quotes to Put Your Mind at ease Originally published by The Motley Fool