Amazon’s February 2026 earnings guidance set the dominant driver for 2026 capital-expenditure expectations at roughly $200 billion, a 52 percent jump from the $131 billion spent in 2025, with the overwhelming majority directed at AWS data centers, custom silicon, and AI training clusters. CEO Andy Jassy has repeatedly linked the ramp to accelerating cloud demand, noting that faster AWS growth requires front-loaded investments in power, land, and hardware that pay off over decades. First-quarter 2026 results showed $43.2 billion already deployed, keeping the company on pace for the full-year target while AWS revenue growth reached 28 percent. Traders are watching subsequent quarterly updates for any moderation in the pace of AI infrastructure builds, supply-chain constraints, or shifts in free-cash-flow priorities that could move the final tally materially above or below the current $200 billion anchor.
Tóm tắt AI thử nghiệm tham chiếu dữ liệu Polymarket. Đây không phải tư vấn giao dịch và không ảnh hưởng đến cách thị trường này được giải quyết. · Cập nhật$170 billion
87%
$180 billion
85%
$190 billion
79%
$200 billion
50%
$210 billion
34%
$220 billion
17%
$689 KL.
$170 billion
87%
$180 billion
85%
$190 billion
79%
$200 billion
50%
$210 billion
34%
$220 billion
17%
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.
Thị trường mở: 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 the dominant driver for 2026 capital-expenditure expectations at roughly $200 billion, a 52 percent jump from the $131 billion spent in 2025, with the overwhelming majority directed at AWS data centers, custom silicon, and AI training clusters. CEO Andy Jassy has repeatedly linked the ramp to accelerating cloud demand, noting that faster AWS growth requires front-loaded investments in power, land, and hardware that pay off over decades. First-quarter 2026 results showed $43.2 billion already deployed, keeping the company on pace for the full-year target while AWS revenue growth reached 28 percent. Traders are watching subsequent quarterly updates for any moderation in the pace of AI infrastructure builds, supply-chain constraints, or shifts in free-cash-flow priorities that could move the final tally materially above or below the current $200 billion anchor.
Tóm tắt AI thử nghiệm tham chiếu dữ liệu Polymarket. Đây không phải tư vấn giao dịch và không ảnh hưởng đến cách thị trường này được giải quyết. · Cập nhật
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