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Amazon projects 2026 capex of $200 billion ahead of earnings
Investors are watching whether Amazon signals higher spending linked to growing artificial intelligence demand in its cloud business.
Amazon is set to report earnings after the bell, with investors focusing on the companys cloud outlook and its expected capital spending. According to CNBC, Amazon projected 2026 capex at $200 billion, setting expectations ahead of the results release.
CNBC also noted that some analysts expect total spending could rise as artificial intelligence demand increases, which could affect how much Amazon invests to support its cloud infrastructure.