Amazon raised its 2026 capital expenditure guidance to $220 billion during its July 30 Q2 earnings release, up from the $200 billion announced in February, primarily due to elevated memory chip costs and sustained AI infrastructure demand that continues to exceed available capacity. AWS revenue grew 37% year-over-year to $42.2 billion, with AI services and custom silicon (Trainium/Graviton) driving much of the acceleration, while roughly 80% of planned spend targets data centers, networking, and semiconductors. This follows peers like Microsoft and Alphabet in signaling multi-hundred-billion-dollar AI buildouts, compressing near-term free cash flow—TTM purchases of property and equipment reached $173 billion—but management cited strong backlog commitments supporting long-term returns. Traders monitor Q3 results, expected in late October, for any further revisions amid ongoing supply constraints and macro rate sensitivity.
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$19,117 交易量
1700亿美元
92%
1800亿美元
95%
1900亿美元
97%
2000亿美元
85%
2100亿美元
70%
2200亿美元
68%
$19,117 交易量
1700亿美元
92%
1800亿美元
95%
1900亿美元
97%
2000亿美元
85%
2100亿美元
70%
2200亿美元
68%
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 raised its 2026 capital expenditure guidance to $220 billion during its July 30 Q2 earnings release, up from the $200 billion announced in February, primarily due to elevated memory chip costs and sustained AI infrastructure demand that continues to exceed available capacity. AWS revenue grew 37% year-over-year to $42.2 billion, with AI services and custom silicon (Trainium/Graviton) driving much of the acceleration, while roughly 80% of planned spend targets data centers, networking, and semiconductors. This follows peers like Microsoft and Alphabet in signaling multi-hundred-billion-dollar AI buildouts, compressing near-term free cash flow—TTM purchases of property and equipment reached $173 billion—but management cited strong backlog commitments supporting long-term returns. Traders monitor Q3 results, expected in late October, for any further revisions amid ongoing supply constraints and macro rate sensitivity.
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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