Amazon’s February 2026 earnings guidance of approximately $200 billion in 2026 capital expenditures—up more than 50% from the $131 billion spent in 2025—remains the central anchor for trader sentiment on the market. CEO Andy Jassy attributed the increase primarily to AWS data-center buildout, custom Trainium and Inferentia silicon, and networking to meet surging demand for both traditional cloud and AI workloads, with analysts estimating 70-80% of the total tied to AI infrastructure. This figure exceeded consensus forecasts by roughly $50 billion and aligned Amazon with peers ramping spending aggressively, including Alphabet’s $175-190 billion range and Microsoft near $190 billion. Subsequent quarterly results through April showed no downward revision to the $200 billion target, while customer commitments and monetization signals have supported the elevated trajectory amid broader hyperscaler capex projected near $725 billion for the year.
Experimentelle KI-generierte Zusammenfassung mit Polymarket-Daten. Dies ist keine Handelsberatung und spielt keine Rolle bei der Auflösung dieses Marktes. · Aktualisiert170 Milliarden USD
95%
180 Milliarden $
91%
190 Milliarden $
89%
200 Milliarden $
83%
210 Milliarden $
51%
220 Milliarden $
48%
$3,730 Vol.
170 Milliarden USD
95%
180 Milliarden $
91%
190 Milliarden $
89%
200 Milliarden $
83%
210 Milliarden $
51%
220 Milliarden $
48%
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.
Markt eröffnet: Apr 23, 2026, 6:16 PM ET
Resolver
0x65070BE91...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.
Resolver
0x65070BE91...Amazon’s February 2026 earnings guidance of approximately $200 billion in 2026 capital expenditures—up more than 50% from the $131 billion spent in 2025—remains the central anchor for trader sentiment on the market. CEO Andy Jassy attributed the increase primarily to AWS data-center buildout, custom Trainium and Inferentia silicon, and networking to meet surging demand for both traditional cloud and AI workloads, with analysts estimating 70-80% of the total tied to AI infrastructure. This figure exceeded consensus forecasts by roughly $50 billion and aligned Amazon with peers ramping spending aggressively, including Alphabet’s $175-190 billion range and Microsoft near $190 billion. Subsequent quarterly results through April showed no downward revision to the $200 billion target, while customer commitments and monetization signals have supported the elevated trajectory amid broader hyperscaler capex projected near $725 billion for the year.
Experimentelle KI-generierte Zusammenfassung mit Polymarket-Daten. Dies ist keine Handelsberatung und spielt keine Rolle bei der Auflösung dieses Marktes. · Aktualisiert
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