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.
Polymarket 데이터를 참조하는 실험적 AI 생성 요약입니다. 이것은 거래 조언이 아니며 이 마켓의 정산에 영향을 미치지 않습니다. · 업데이트1,700억 달러
95%
1,800억 달러
92%
1,900억 달러
89%
2,000억 달러
84%
2,100억 달러
49%
2,200억 달러
50%
$3,730 거래량
1,700억 달러
95%
1,800억 달러
92%
1,900억 달러
89%
2,000억 달러
84%
2,100억 달러
49%
2,200억 달러
50%
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.
마켓 개설일: 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.
Polymarket 데이터를 참조하는 실험적 AI 생성 요약입니다. 이것은 거래 조언이 아니며 이 마켓의 정산에 영향을 미치지 않습니다. · 업데이트
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