Amazon aims to spend about $200 billion on capital expenditures in 2026, focused on AI infrastructure, per CEO Jassy’s shareholder letter.
AWS AI revenue run rate topped $15 billion in Q1 2026, a 260‑fold increase versus its growth at a similar development stage.
Amazon’s 2025 revenue rose 12% to $717 billion, operating income 17% higher at $80 billion, cash flow fell to $11 billion amid $50.7 billion AI capex.
Amazon Now ultra‑fast delivery records 25% month‑over‑month order growth in India; Prime Air targets 30 million customers and 0.5 billion packages by decade’s end.