Amazon's trader consensus on Polymarket reflects strong confidence in substantial 2026 capital expenditures, anchored by the company's reiterated guidance of approximately $200 billion, primarily for AWS AI infrastructure and data centers. This follows Q1 2026 earnings on April 29, where Amazon reported a record $43.2 billion quarterly capex—up significantly year-over-year—fueled by 28% AWS growth and an AI revenue run rate exceeding $15 billion annually. CEO Andy Jassy emphasized customer commitments covering much of the spend, set for monetization in 2027-2028 amid unprecedented AI demand. Competitive pressures from Microsoft, Alphabet, and Meta's combined $700 billion-plus AI capex intensify the buildout race, though free cash flow strains persist short-term. Watch Q2 earnings in late July for guidance updates or shifts.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated$170 billion
86%
$180 billion
86%
$190 billion
76%
$200 billion
50%
$210 billion
34%
$220 billion
25%
$325 Vol.
$170 billion
86%
$180 billion
86%
$190 billion
76%
$200 billion
50%
$210 billion
34%
$220 billion
25%
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 trader consensus on Polymarket reflects strong confidence in substantial 2026 capital expenditures, anchored by the company's reiterated guidance of approximately $200 billion, primarily for AWS AI infrastructure and data centers. This follows Q1 2026 earnings on April 29, where Amazon reported a record $43.2 billion quarterly capex—up significantly year-over-year—fueled by 28% AWS growth and an AI revenue run rate exceeding $15 billion annually. CEO Andy Jassy emphasized customer commitments covering much of the spend, set for monetization in 2027-2028 amid unprecedented AI demand. Competitive pressures from Microsoft, Alphabet, and Meta's combined $700 billion-plus AI capex intensify the buildout race, though free cash flow strains persist short-term. Watch Q2 earnings in late July for guidance updates or shifts.
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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