Amazon’s 2026 cash capex guidance now stands at approximately $220 billion following the July 30 earnings release, lifted from the prior $200 billion target set in February and reaffirmed in April, primarily due to elevated memory and component costs amid surging AI demand. AWS revenue accelerated to 37% year-over-year in Q2 to $42.2 billion, supporting a $496 billion backlog and run rates exceeding $25 billion each for AI and custom chips, while management noted persistent capacity shortages extending into 2027. This elevated spending trajectory, with $53.1 billion already deployed in Q2 and trailing twelve-month purchases near $169 billion, reflects hyperscaler competition and customer commitments that back a substantial portion of planned outlays. Q3 results, due in late October, represent the next key catalyst for any further revisions.
基於Polymarket數據的AI實驗性摘要。這不是交易建議,也不影響該市場的結算方式。 · 更新於$21,221 交易量
1,700億美元
91%
1800億美元
96%
1900億美元
94%
2,000億美元
88%
2100億美元
70%
2,200億美元
65%
$21,221 交易量
1,700億美元
91%
1800億美元
96%
1900億美元
94%
2,000億美元
88%
2100億美元
70%
2,200億美元
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.
市場開放時間: Apr 23, 2026, 6:16 PM ET
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.
Amazon’s 2026 cash capex guidance now stands at approximately $220 billion following the July 30 earnings release, lifted from the prior $200 billion target set in February and reaffirmed in April, primarily due to elevated memory and component costs amid surging AI demand. AWS revenue accelerated to 37% year-over-year in Q2 to $42.2 billion, supporting a $496 billion backlog and run rates exceeding $25 billion each for AI and custom chips, while management noted persistent capacity shortages extending into 2027. This elevated spending trajectory, with $53.1 billion already deployed in Q2 and trailing twelve-month purchases near $169 billion, reflects hyperscaler competition and customer commitments that back a substantial portion of planned outlays. Q3 results, due in late October, represent the next key catalyst for any further revisions.
基於Polymarket數據的AI實驗性摘要。這不是交易建議,也不影響該市場的結算方式。 · 更新於



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