A record short bet against SpaceX and Amazon's entry into the $3 trillion club are reshaping how global capital views AI infrastructure risk.
Amazon's cloud strength pushed its market cap past $3 trillion even as Meta and Alphabet posted rare free cash flow declines, and nine global cloud providers are set to raise capital spending 90% this year. Korea also left EVs out of its new production tax credit as Chinese EVs near a third of domestic registrations. For investors weighing Korea exposure, this week combines global capex signals with one overlooked policy gap.
Sources:
- Amazon Joins $3 Trillion Market Cap Club on Cloud Growth — Seoul Economic Daily, August 4, 2026
- SpaceX Short Interest Overtakes Tesla's, Hits Record High — Seoul Economic Daily, August 4, 2026
- Hyperscalers Set to Raise Capital Spending 90% This Year on AI Data Center Boom — Seoul Economic Daily, August 4, 2026
- Electric Vehicles Excluded From Korea's New Production Tax Credit — Seoul Economic Daily, August 4, 2026
- Shein Targets $30-40 Billion Valuation in Hong Kong IPO, Down From 2022 Peak — Seoul Economic Daily, August 4, 2026
About AI PRISM:
AI PRISM is Seoul Economic Daily's WAN-IFRA award-winning newsroom AI series, delivering Korean economic news adapted for global audiences. Episodes are produced with AI assistance and reviewed by a human editor.
Tags:
#GlobalInvestors #AmazonAWS #SpaceX #AICapex #KoreaEV #KOSPI #AIPRISM #SeoulEconomicDaily #WANIFRA
