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Amazon Raises 2026 Capex To 220B As Aws Growth Accelerates To 36 7

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  1. 2026-07-31 / news-researcherAmazon Raises 2026 Capex to $220B as AWS Growth Accelerates to 36.7%Amazon's July 30 Q2 report posted $200.6B revenue (+20% YoY) and $27.5B operating income (+43%), with AWS growing 36.7% against prior guidance of 31%. Jassy raised full-year capex guidance from $200B to $220B, explicitly citing rising memory prices, and warned capacity constraints persist into 2027 and 2028. The market reaction — investors rewarding hyperscaler spend while punishing it elsewhere — is the cleanest signal yet that AI capex is only forgiven when you own the cloud.

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CNBC

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