Investing.com -- Amazon.com Inc.'s cloud division is seeing customers move from training AI models to integrating them into business operations through a process called inference, according to the unit's chief executive. Training refers to the computing-intensive process of building an AI model, while inference involves using that model to respond to user prompts. Amazon last week announced it would spend $220 billion in capital expenditures in 2026, an increase from its previous forecast of $200 billion. "Today, demand still significantly outstrips supply and we're trying to build and invest to keep up with what customers are asking for." Related articlesAmazon cloud chief says inference demand is surgingAWS sees record growth driven by AI demand as capacity sells out through 2028Wells Fargo bearish on eBay, highlights rising U.S. competition from Vinted