Investors love AI, as long as you're a cloud host

Amazon's AWS cloud revenue grew 37% year over year, supported by soaring capital expenditure on data centers and AI chip development, while investor confidence favours cloud hosts over AI labs and startups due to sustainable revenue models.

This Wire brief sits within Fusion42's coverage of Cloud Infrastructure. Wire is Fusion42's founder-focused intelligence feed: each story is connected to the funds and startups it names — every one with a live profile on Raise or Scout — so founders can follow the capital and the momentum behind the headline rather than just the headline itself. Wire analysis is one of the live surfaces Arthur reasons over.