tech
February 10, 2026
Why Amazon is the Latest Tech Giant to Bet Big on AI
Andy CEO Andy Jassy confirmed on a Q4 2025 earnings call that he expects about US$200bn in CapEx across Amazon in 2026, with the majority focused on AWS
TL;DR
- Amazon CEO Andy Jassy expects US$200 billion in capital expenditure in 2026, mainly for AWS to support AI workloads.
- Jassy believes AI will reinvent current customer experiences and create unimagined new ones.
- Amazon reported strong 2025 financial results, with net sales of US$716.9 billion and AWS sales up 20%.
- Other tech leaders, including Google CEO Sundar Pichai and Meta CEO Mark Zuckerberg, are also increasing AI investments.
- Meta anticipates CapEx between US$115 billion and US$135 billion in 2026, focusing on data centers and servers for AI models.
- AI LIVE: The London Summit 2026 is scheduled for October 20-21, 2026, at Olympia London.
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