**Amazon’s 2026 capital expenditure trajectory remains anchored by its July 30, 2026, upward revision to $220 billion from the prior $200 billion target, driven primarily by elevated memory and component costs amid sustained AI demand.** CEO Andy Jassy highlighted that even this level leaves AWS capacity-constrained through 2027, with notable 2028 commitments already in place and a $496 billion backlog reflecting contracted future revenue. Q2 2026 results showed AWS revenue surging 37% year-over-year to a $169 billion annualized run rate, while trailing twelve-month capex reached roughly $173 billion and flipped free cash flow negative at $7.6 billion. Traders are monitoring whether quarterly run rates (including $54 billion in Q2) and any October Q3 earnings updates push the full-year total materially higher or confirm the current guide amid ongoing hyperscaler spending momentum.
Експериментальне резюме, згенероване ШІ з посиланням на дані Polymarket. Це не торгова порада і не впливає на вирішення цього ринку. · Оновлено$23,511 Обс.
$170 billion
99%
$180 billion
96%
$190 billion
95%
$200 billion
92%
$210 billion
76%
$220 billion
67%
$23,511 Обс.
$170 billion
99%
$180 billion
96%
$190 billion
95%
$200 billion
92%
$210 billion
76%
$220 billion
67%
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.
Ринок відкрито: Apr 23, 2026, 6:16 PM ET
Вирішувач
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.
Вирішувач
0x65070BE91...**Amazon’s 2026 capital expenditure trajectory remains anchored by its July 30, 2026, upward revision to $220 billion from the prior $200 billion target, driven primarily by elevated memory and component costs amid sustained AI demand.** CEO Andy Jassy highlighted that even this level leaves AWS capacity-constrained through 2027, with notable 2028 commitments already in place and a $496 billion backlog reflecting contracted future revenue. Q2 2026 results showed AWS revenue surging 37% year-over-year to a $169 billion annualized run rate, while trailing twelve-month capex reached roughly $173 billion and flipped free cash flow negative at $7.6 billion. Traders are monitoring whether quarterly run rates (including $54 billion in Q2) and any October Q3 earnings updates push the full-year total materially higher or confirm the current guide amid ongoing hyperscaler spending momentum.
Експериментальне резюме, згенероване ШІ з посиланням на дані Polymarket. Це не торгова порада і не впливає на вирішення цього ринку. · Оновлено



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