AWS CFO: AI spending is sustainable, with a return on investment period of less than three years

AWS Chief Financial Officer John Felton stated that spending on AI infrastructure and services is sustainable because it drives substantial innovation. AWS's AI capital expenditures are yielding returns, with a backlog of nearly $500 billion, including clients from large enterprises and small to medium-sized businesses.

Felton mentioned that the return on investment for AI servers is less than three years, and AWS is achieving significant returns on investment and productivity improvements, planning to further increase its investments.