Story thread · 4 reports / 4 sources
Amazon lifts 2026 capex to US$220 billion, pins the increase on memory prices
digitimes.com · 11d
How the coverage leans
Across 4 sources · syndicated copies counted once
Amazon has raised its 2026 capital expenditure plan by roughly US$20 billion and attributed the increase to a single input cost: memory.
First report: Alphabet Captures 2026 AI Capex Alpha But Amazon Begins Surging in 2027 — finance.yahoo.com, 13d
The coverage
- Amazon set to report Q2 2026 earnings with focus on cloud and capex
cryptobriefing.com · 12d
- Amazon on deck to report earnings after the bell with cloud, capex in focus
cnbc.com · 12d
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