Amazon's February 2026 earnings release set the dominant tone for 2026 capex expectations by guiding to approximately $200 billion, more than 50% above the prior year's $131 billion and well ahead of analyst forecasts near $146 billion. The increase centers on AWS data-center buildout, custom silicon, robotics, and low-Earth-orbit satellite infrastructure to meet surging demand for AI training and inference. Through Q1 2026, the company already deployed $43.2 billion in property and equipment, keeping it on pace for the full-year target while compressing free-cash-flow generation. This positions Amazon alongside Google, Microsoft, and Meta in a multi-hundred-billion-dollar AI infrastructure race, with traders closely watching Q2 results and any commentary on energy constraints or project timelines that could alter the trajectory.
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
85%
1,900億ドル
82%
2,000億ドル
83%
2,100億ドル
77%
2,200億ドル
18%
$7,844 Vol.
1,700億ドル
95%
1,800億ドル
85%
1,900億ドル
82%
2,000億ドル
83%
2,100億ドル
77%
2,200億ドル
18%
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's February 2026 earnings release set the dominant tone for 2026 capex expectations by guiding to approximately $200 billion, more than 50% above the prior year's $131 billion and well ahead of analyst forecasts near $146 billion. The increase centers on AWS data-center buildout, custom silicon, robotics, and low-Earth-orbit satellite infrastructure to meet surging demand for AI training and inference. Through Q1 2026, the company already deployed $43.2 billion in property and equipment, keeping it on pace for the full-year target while compressing free-cash-flow generation. This positions Amazon alongside Google, Microsoft, and Meta in a multi-hundred-billion-dollar AI infrastructure race, with traders closely watching Q2 results and any commentary on energy constraints or project timelines that could alter the trajectory.
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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