AMZN · News · 20261031N

AI Infrastructure Investment Outlook

AMAZON COM INC · 2026-10-31 · Importance 64 · Surprise 42

Third-party reporting said Amazon is expected to spend $220 billion on capital expenditures in 2026, including data centers, high-powered chips, and other AI infrastructure. That estimate was part of a combined 2026 capex forecast of as much as $828 billion for Amazon, Alphabet, Microsoft, Meta, and SpaceX. The article attributed the company estimates to earnings releases and calls.