Amazon 2026 capex above ___?
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Market pricing makes $170 billion the favorite at 99% across 6 tracked outcomes, as of .
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$220 billion is Amazon’s 2026 capex guidance, up from roughly $125 billion in 2025, with most of the spend going toward AWS, AI infrastructure, chips, and power. • • None of that infrastructure buildout and capex shows up on a Filecoin bill.
$220 billion is Amazon’s 2026 capex guidance, up from roughly $125 billion in 2025, with most of the spend going toward AWS, AI infrastructure, chips, and power. • • None of that infrastructure buildout and capex shows up on a Filecoin bill.
$220 billion is Amazon’s 2026 capex guidance, up from roughly $125 billion in 2025, with most of the spend going toward AWS, AI infrastructure, chips, and power. • • None of that infrastructure buildout and capex shows up on a Filecoin bill.
$220 billion is Amazon’s 2026 capex guidance, up from roughly $125 billion in 2025, with most of the spend going toward AWS, AI infrastructure, chips, and power. • • None of that infrastructure buildout and capex shows up on a Filecoin bill.
$220 billion is Amazon’s 2026 capex guidance, up from roughly $125 billion in 2025, with most of the spend going toward AWS, AI infrastructure, chips, and power. • • None of that infrastructure buildout and capex shows up on a Filecoin bill.
Rumor: Amazon AWS has stepped up procurement of AI server racks, both amount and speed, after raising its 2026 capex to US$220 billion from $200B, media report, citing unnamed supply chain sources. • -Increased 3nm custom ASIC training and inference chip orders to TSMC (via AWS chip design partner Alchip) • -AI server partner Wiwynn boosts rack and switch tray production • -Foxconn won CPU tray orders $AMZN • $AMZN
$54.2 billion is what Amazon spent on capex in Q2 2026 alone, up from $32.1 billion a year earlier, citing higher memory costs among the drivers. • • Trailing free cash flow has now turned negative, a $7.6 billion outflow. • • None of that burden lands on a Filecoin storage bill.
$54.2 billion is what Amazon spent on capex in Q2 2026 alone, up from $32.1 billion a year earlier, citing higher memory costs among the drivers. • • Trailing free cash flow has now turned negative, a $7.6 billion outflow. • • None of that burden lands on a Filecoin storage bill.
$54.2 billion is what Amazon spent on capex in Q2 2026 alone, up from $32.1 billion a year earlier, citing higher memory costs among the drivers. • • Trailing free cash flow has now turned negative, a $7.6 billion outflow. • • None of that burden lands on a Filecoin storage bill.
$54.2 billion is what Amazon spent on capex in Q2 2026 alone, up from $32.1 billion a year earlier, citing higher memory costs among the drivers. • • Trailing free cash flow has now turned negative, a $7.6 billion outflow. • • None of that burden lands on a Filecoin storage bill.
$54.2 billion is what Amazon spent on capex in Q2 2026 alone, up from $32.1 billion a year earlier, citing higher memory costs among the drivers. • • Trailing free cash flow has now turned negative, a $7.6 billion outflow. • • None of that burden lands on a Filecoin storage bill.
Amazon raises capital expenditure; market optimistic that Accton Technology's operations will benefit.
Amazon raises capital expenditure; market optimistic that Accton Technology's operations will benefit.
Amazon raises capital expenditure; market optimistic that Accton Technology's operations will benefit.
MORGAN STANLEY SEES CLOUD SPENDING SURGING TO $1.2T • • Morgan Stanley expects global cloud capital spending to reach $1.2 trillion in 2027, up 30% YoY and $170 billion above pre-Q2 estimates. • • The firm said all four major U.S. hyperscalers remain capacity constrained as AI demand continues to outpace supply. Alphabet ($GOOGL), Amazon ($AMZN) and Meta ($META) all raised 2026 capex guidance, while Microsoft ($MSFT) maintained its spending outlook. • • Morgan Stanley believes consensus is still too conservative, forecasting cloud capex could reach $1.4 trillion, driven by strong AI adoption, rising cloud demand, multi-year customer commitments and improving returns on infrastructure investment.
Amazon to Reach First $200 Billion in Quarterly Revenue… Increase AI Investment
The four largest hyperscalers are expected to spend ~$725 billion on CAPEX in 2026, up ~77% from last year per my partners below • • Amazon $AMZN $200B - $220B • Microsoft $MSFT ~$175B • Meta Platforms $META $130B - $145B • Google $GOOGL $195B - $205B
The four largest hyperscalers are expected to spend ~$725 billion on CAPEX in 2026, up ~77% from last year per my partners below • • Amazon $AMZN $200B - $220B • Microsoft $MSFT ~$175B • Meta Platforms $META $130B - $145B • Google $GOOGL $195B - $205B
The four largest hyperscalers are expected to spend ~$725 billion on CAPEX in 2026, up ~77% from last year per my partners below • • Amazon $AMZN $200B - $220B • Microsoft $MSFT ~$175B • Meta Platforms $META $130B - $145B • Google $GOOGL $195B - $205B
The four largest hyperscalers are expected to spend ~$725 billion on CAPEX in 2026, up ~77% from last year per my partners below • • Amazon $AMZN $200B - $220B • Microsoft $MSFT ~$175B • Meta Platforms $META $130B - $145B • Google $GOOGL $195B - $205B
The four largest hyperscalers are expected to spend ~$725 billion on CAPEX in 2026, up ~77% from last year per my partners below • • Amazon $AMZN $200B - $220B • Microsoft $MSFT ~$175B • Meta Platforms $META $130B - $145B • Google $GOOGL $195B - $205B
Amazon Confirms Cloud Demand and Increases Capital Expenditures to $220 Billion This Year
Amazon Confirms Cloud Demand and Increases Capital Expenditures to $220 Billion This Year
Amazon Confirms Cloud Demand and Increases Capital Expenditures to $220 Billion This Year
Amazon Confirms Cloud Demand and Increases Capital Expenditures to $220 Billion This Year
Amazon Confirms Cloud Demand and Increases Capital Expenditures to $220 Billion This Year
Amazon Confirms Cloud Demand and Increases Capital Expenditures to $220 Billion This Year
Amazon Surpasses $200 Billion in Quarterly Revenue for the First Time... Raises Capital Expenditure on Soaring Memory Prices (Roundup 2)
Amazon Surpasses $200 Billion in Quarterly Revenue for the First Time... Raises Capital Expenditure on Soaring Memory Prices (Roundup 2)
Amazon Surpasses $200 Billion in Quarterly Revenue for the First Time... Raises Capital Expenditure on Soaring Memory Prices (Roundup 2)
What is this event about?
This market will resolve to "Yes" if Amazon's Purchases of Property and Equipment (capital expenditures) for the full year of 2026, as reported in its official company earnings materials for the fourth fiscal quarter of 2026, is above the listed amount. Otherwise, this market will resolve to "No".
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified period are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release earnings materials for the fourth fiscal quarter of 2026 by April 30, 2027, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is Amazon's official company earnings materials for the fourth fiscal quarter of 2026, including press releases, investor presentations, and regulatory filings (including the Annual Report on Form 10-K). If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Capital expenditures are defined as purchases of property and equipment as reported in Amazon's consolidated statements of cash flows under investing activities, consistent with how Amazon has historically disclosed this figure. Alternate metrics that differ in definition or scope will not be considered.