Amazon's 2026 capital expenditure guidance has been revised upward twice amid surging AI infrastructure demand, moving from an initial $200 billion target set in February 2026—roughly 50% above the $131.8 billion spent in 2025—to $220 billion following the Q2 earnings release in late July, driven by higher memory chip costs and accelerated AWS data center builds. This trajectory reflects strong cloud revenue growth, including 24% AWS expansion in Q4 2025, alongside broader hyperscaler trends pushing combined big-tech capex toward $725 billion. Traders price in continued upside risk from persistent AI tailwinds and input cost inflation, tempered by free cash flow compression and potential normalization in component pricing, with Q3 results and ongoing supply-chain data as key near-term catalysts shaping implied probabilities around specific thresholds.
Resumen experimental generado por IA con datos de Polymarket. Esto no es asesoramiento de trading y no influye en cómo se resuelve este mercado. · Actualizado$19,687 Vol.
170.000 millones de dólares
93%
$180 mil millones
95%
$190 mil millones
96%
$200 mil millones
83%
$210 mil millones
73%
$220 mil millones
65%
$19,687 Vol.
170.000 millones de dólares
93%
$180 mil millones
95%
$190 mil millones
96%
$200 mil millones
83%
$210 mil millones
73%
$220 mil millones
65%
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.
Mercado abierto: 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 2026 capital expenditure guidance has been revised upward twice amid surging AI infrastructure demand, moving from an initial $200 billion target set in February 2026—roughly 50% above the $131.8 billion spent in 2025—to $220 billion following the Q2 earnings release in late July, driven by higher memory chip costs and accelerated AWS data center builds. This trajectory reflects strong cloud revenue growth, including 24% AWS expansion in Q4 2025, alongside broader hyperscaler trends pushing combined big-tech capex toward $725 billion. Traders price in continued upside risk from persistent AI tailwinds and input cost inflation, tempered by free cash flow compression and potential normalization in component pricing, with Q3 results and ongoing supply-chain data as key near-term catalysts shaping implied probabilities around specific thresholds.
Resumen experimental generado por IA con datos de Polymarket. Esto no es asesoramiento de trading y no influye en cómo se resuelve este mercado. · Actualizado



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