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Amazon flags US$200 billion capex as AI push overshadows record cloud-led revenue

Jingyue Hsiao, DIGITIMES Asia, Taipei Friday 6 February 2026 0

Credit: AFP

Amazon reported record revenue on accelerating cloud growth, but investor attention shifted to its plan to spend about US$200 billion in capital expenditure in 2026. The scale of AI-driven spending has raised concerns over near-term margins and the...

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