Bezos Is The Latest Big Spender: Project Prometheus, More AI CAPEX Incoming

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Nov. 18, 2025 8:30 AM ETSPDR® S&P 500® ETF (SPY), VOO, IVV, DIA, QQQAMZN, SPACE, GOOGL, META, NVDA, VSAT, ORCL, MSFT, VFINX, VFIAX, ZGOO:CA, ZMET:CA, ZNVD:CA, VFFSX, ORAC:CA, NVDA:CA, MSFT:CA, META:CA, GOOG:CA, GOOG, AMZN:CA, SPY, VOO, IVV, DIA, QQQBrett Ashcroft Green8.7K FollowersCommentsSummaryJeff Bezos returns to operations with Project Prometheus, a heavily funded AI and advanced manufacturing startup focused on physical-world applications.Prometheus targets “physical AI” for robotics, aerospace, and automotive systems, integrating sensors and real-world perception with advanced engineering.The startup is poaching top AI talent from Google, Meta, and OpenAI as private-market mega-funding accelerates.Blue Origin partners like AWS, NVIDIA, and ViaSat could benefit as Prometheus boosts demand for compute, GPUs, and space-related communications.Cloud giants gain from subsidizing AI startups via compute credits, reinforcing Amazon, Google, Microsoft, and Oracle as long-term AI infrastructure winners.J Studios/DigitalVision via Getty ImagesBezos is back in a leadership roleEvery time you open an Amazon (NASDAQ:AMZN) article or read the commentary of retail traders on public forums, you would swear that Amazon CEO Andy Jassy neverThis article was written byBrett Ashcroft Green8.7K FollowersI'm a full time value investor and writer who enjoys using classical value ratios to pick my portfolio. My previous working background is in private credit and CRE mezzanine financing for a family office. I'm also a fluent Mandarin speaker in both business and court settings, previously serving as a court interpreter. I have spent a good chunk of my adult working life in China and Asia. I have worked with top CRE developers in the past including The Witkoff Group , Kushner Companies, Durst Organization and Fortress Investment Group.Analyst’s Disclosure:I/we have a beneficial long position in the shares of SPY, DIA, VOO, QQQ, AMZN, META, GOOGL, NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Disclaimer: The information in this article is provided for general informational purposes only and does not constitute financial advice. The views expressed are those of the author, based on personal research, analysis, and experience. This content may not be appropriate for your individual financial circumstances or objectives.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For You