Amazon's upward revision of 2026 capital expenditure guidance to $220 billion, driven by elevated memory chip costs and sustained AI infrastructure demand, forms the core driver of trader sentiment on whether final spending exceeds the market threshold. The increase from the initial $200 billion February 2026 outlook—already well above the $146 billion analyst consensus—reflects heavy AWS data center buildout, custom silicon development, and cloud capacity expansion amid 24%+ year-over-year AWS revenue growth. Comparable hyperscaler forecasts totaling roughly $725 billion across peers underscore sector-wide momentum. Q3 2026 earnings or further cost updates represent key near-term catalysts that could shift the implied probability embedded in real-capital trader consensus.
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$18,241 Vol.
170.000 millones de dólares
98%
$180 mil millones
98%
$190 mil millones
96%
$200 mil millones
94%
$210 mil millones
70%
$220 mil millones
60%
$18,241 Vol.
170.000 millones de dólares
98%
$180 mil millones
98%
$190 mil millones
96%
$200 mil millones
94%
$210 mil millones
70%
$220 mil millones
60%
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 upward revision of 2026 capital expenditure guidance to $220 billion, driven by elevated memory chip costs and sustained AI infrastructure demand, forms the core driver of trader sentiment on whether final spending exceeds the market threshold. The increase from the initial $200 billion February 2026 outlook—already well above the $146 billion analyst consensus—reflects heavy AWS data center buildout, custom silicon development, and cloud capacity expansion amid 24%+ year-over-year AWS revenue growth. Comparable hyperscaler forecasts totaling roughly $725 billion across peers underscore sector-wide momentum. Q3 2026 earnings or further cost updates represent key near-term catalysts that could shift the implied probability embedded in real-capital trader consensus.
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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