AMZN · News · 20261103N
Capital Expenditure Plans
AMAZON COM INC · 2026-11-03 · Importance 64 · Surprise 42 · In source text
Amazon plans approximately $220 billion in capital expenditures in 2026, according to a third-party report citing Mizuho. The report said spending is expected to rise in 2027, but gave no 2027 amount or growth rate. It identified rising AI inference demand and open-source-model adoption as growth drivers for AWS, not as a quantified return on the spending.
Key facts
- Amazon plans about $220 billion in capital expenditures in 2026, with spending expected to rise in 2027. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| cash | negative | committed | -15.0% | Amazon plans about $220 billion in capital expenditures in 2026, with spending expected to rise in 2027. |
| cash | negative | probable | — | Amazon plans about $220 billion in capital expenditures in 2026, with spending expected to rise in 2027. |