Amazon guided to approximately $200 billion in 2026 capital expenditures during its February Q4 2025 earnings release, a roughly 50% increase from the $131 billion spent in 2025 and well above prior analyst models near $146–150 billion. The vast majority targets AWS data centers, custom AI silicon, and supporting infrastructure to meet surging demand for generative AI workloads. Q1 2026 results showed $43–44 billion in quarterly capex—on pace for the full-year target—with no revision to guidance and continued emphasis on long-term returns. This aligns with peers like Microsoft, Google, and Meta, whose combined 2026 plans exceed $600 billion amid hyperscaler competition for AI capacity. Traders monitoring the market track execution pace, energy and supply constraints, and any Q2 updates for signs the spend could exceed or fall short of the $200 billion level.
Polymarketデータを参照したAI生成の実験的な要約。これは取引アドバイスではなく、このマーケットの解決方法には一切関係ありません。 · 更新日1,700億ドル
95%
1,800億ドル
88%
1,900億ドル
83%
2,000億ドル
78%
2,100億ドル
66%
2,200億ドル
45%
$8,443 Vol.
1,700億ドル
95%
1,800億ドル
88%
1,900億ドル
83%
2,000億ドル
78%
2,100億ドル
66%
2,200億ドル
45%
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.
マーケット開始日: 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 guided to approximately $200 billion in 2026 capital expenditures during its February Q4 2025 earnings release, a roughly 50% increase from the $131 billion spent in 2025 and well above prior analyst models near $146–150 billion. The vast majority targets AWS data centers, custom AI silicon, and supporting infrastructure to meet surging demand for generative AI workloads. Q1 2026 results showed $43–44 billion in quarterly capex—on pace for the full-year target—with no revision to guidance and continued emphasis on long-term returns. This aligns with peers like Microsoft, Google, and Meta, whose combined 2026 plans exceed $600 billion amid hyperscaler competition for AI capacity. Traders monitoring the market track execution pace, energy and supply constraints, and any Q2 updates for signs the spend could exceed or fall short of the $200 billion level.
Polymarketデータを参照したAI生成の実験的な要約。これは取引アドバイスではなく、このマーケットの解決方法には一切関係ありません。 · 更新日
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