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Amazon Wouldn’t Be Doing What It’s Doing if AI Capex Was Going to Fail

1 source ·1 article ·50m ago

Andy Jassy just committed roughly $200 billion in capital expenditures for 2026, and the logic behind that number reveals something most investors are missing about where AWS demand is actually coming from.

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All coverage · 1 article

247 Wall St ·50m ago

Amazon Wouldn’t Be Doing What It’s Doing if AI Capex Was Going to Fail

Andy Jassy just committed roughly $200 billion in capital expenditures for 2026, and the logic behind that number reveals something most investors are missing about where AWS demand is actually coming from.