Amazon’s February 2026 earnings guidance set 2026 capital expenditures at roughly $200 billion—more than 50 percent above the prior year’s $131 billion and well above Wall Street’s ~$146 billion consensus—primarily funding AWS data centers, custom AI chips such as Trainium and Inferentia, servers, and networking gear to meet surging demand for both core cloud and generative AI workloads. CEO Andy Jassy highlighted strong customer pull for price-performance improvements in AI, while the company maintained the unchanged $200 billion full-year target through its April Q1 2026 update alongside 28 percent AWS revenue growth. This positions Amazon alongside peers like Alphabet and Microsoft in a hyperscaler AI infrastructure buildout, with roughly 80 percent of the spend viewed as AI-related by analysts. Traders are watching for any mid-year revisions in upcoming earnings or supply-chain signals that could alter the final tally reported in Q4 2026 results.
Ringkasan eksperimental yang dihasilkan AI dengan referensi data Polymarket. Ini bukan saran trading dan tidak berperan dalam bagaimana pasar ini diselesaikan. · Diperbarui$170 billion
95%
$180 billion
92%
$190 billion
89%
$200 billion
84%
$210 billion
60%
$220 billion
51%
$3,730 Vol.
$170 billion
95%
$180 billion
92%
$190 billion
89%
$200 billion
84%
$210 billion
60%
$220 billion
51%
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.
Pasar Dibuka: 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 set 2026 capital expenditures at roughly $200 billion—more than 50 percent above the prior year’s $131 billion and well above Wall Street’s ~$146 billion consensus—primarily funding AWS data centers, custom AI chips such as Trainium and Inferentia, servers, and networking gear to meet surging demand for both core cloud and generative AI workloads. CEO Andy Jassy highlighted strong customer pull for price-performance improvements in AI, while the company maintained the unchanged $200 billion full-year target through its April Q1 2026 update alongside 28 percent AWS revenue growth. This positions Amazon alongside peers like Alphabet and Microsoft in a hyperscaler AI infrastructure buildout, with roughly 80 percent of the spend viewed as AI-related by analysts. Traders are watching for any mid-year revisions in upcoming earnings or supply-chain signals that could alter the final tally reported in Q4 2026 results.
Ringkasan eksperimental yang dihasilkan AI dengan referensi data Polymarket. Ini bukan saran trading dan tidak berperan dalam bagaimana pasar ini diselesaikan. · Diperbarui
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