Amazon's reaffirmed guidance for approximately $200 billion in 2026 capital expenditures (capex), disclosed in its Q4 2025 earnings and upheld in yesterday's Q1 2026 results, anchors trader sentiment, with the bulk targeting AWS AI infrastructure like data centers and custom silicon to meet exploding demand for large language models and machine learning workloads. AWS revenue surged 28% year-over-year to $37.6 billion, exceeding estimates and validating CEO Andy Jassy's emphasis on customer commitments exceeding $100 billion, including deals with OpenAI. Amid competitive hyperscaler dynamics—Microsoft and Alphabet eyeing $180-190 billion each—concerns linger over free cash flow pressures and energy constraints, with Q2 earnings in July as the next key catalyst for potential revisions.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated$170 billion
93%
$180 billion
85%
$190 billion
60%
$200 billion
50%
$210 billion
50%
$220 billion
50%
$77 Vol.
$170 billion
93%
$180 billion
85%
$190 billion
60%
$200 billion
50%
$210 billion
50%
$220 billion
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.
Market Opened: 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 reaffirmed guidance for approximately $200 billion in 2026 capital expenditures (capex), disclosed in its Q4 2025 earnings and upheld in yesterday's Q1 2026 results, anchors trader sentiment, with the bulk targeting AWS AI infrastructure like data centers and custom silicon to meet exploding demand for large language models and machine learning workloads. AWS revenue surged 28% year-over-year to $37.6 billion, exceeding estimates and validating CEO Andy Jassy's emphasis on customer commitments exceeding $100 billion, including deals with OpenAI. Amid competitive hyperscaler dynamics—Microsoft and Alphabet eyeing $180-190 billion each—concerns linger over free cash flow pressures and energy constraints, with Q2 earnings in July as the next key catalyst for potential revisions.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated



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