Amazon’s February 2026 earnings guidance set 2026 capital expenditures at $200 billion—roughly 50 percent above 2025 levels and well ahead of the roughly $146 billion consensus—primarily to accelerate AI data-center construction, custom silicon, and AWS infrastructure. Analysts estimate 70–80 percent of the outlay targets artificial-intelligence workloads amid intense competition from Microsoft, Google, and Meta, which are collectively projecting hyperscaler capex exceeding $670 billion this year. Traders are watching quarterly spend run rates, potential timeline slippage on large-scale builds, and any commentary on return timelines or free-cash-flow impacts at upcoming earnings updates.
基于Polymarket数据的AI实验性摘要。这不是交易建议,也不影响该市场的结算方式。 · 更新于1700亿美元
95%
1800亿美元
91%
1900亿美元
83%
2000亿美元
73%
2100亿美元
34%
2200亿美元
51%
$2,306 交易量
1700亿美元
95%
1800亿美元
91%
1900亿美元
83%
2000亿美元
73%
2100亿美元
34%
2200亿美元
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.
市场开放时间: 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 $200 billion—roughly 50 percent above 2025 levels and well ahead of the roughly $146 billion consensus—primarily to accelerate AI data-center construction, custom silicon, and AWS infrastructure. Analysts estimate 70–80 percent of the outlay targets artificial-intelligence workloads amid intense competition from Microsoft, Google, and Meta, which are collectively projecting hyperscaler capex exceeding $670 billion this year. Traders are watching quarterly spend run rates, potential timeline slippage on large-scale builds, and any commentary on return timelines or free-cash-flow impacts at upcoming earnings updates.
基于Polymarket数据的AI实验性摘要。这不是交易建议,也不影响该市场的结算方式。 · 更新于
警惕外部链接哦。
警惕外部链接哦。
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