Amazon expects $220 billion in 2026 cash capex, mostly for AWS, to build out infrastructure for...

Amazon expects $220 billion in 2026 cash capex, mostly for AWS, to build out infrastructure for cloud and AI demand.

If your team builds or runs software on AWS, expect more capacity coming online each year for core and AI workloads.

“AWS is a $184 billion annualized revenue run-rate business, and yet the opportunity remains extraordinary,” — Andy Jassy, CEO

Are investors right to worry about big cloud spending on AI infrastructure?

https://techcrunch.com/2026/10/29/aws-will-be-a-1t-business-jassy-says-but-first-it-will-spend-big/