Amazon defends US$200 billion AWS capex as demand-led and fast-monetizing AI investment

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

Credit: AFP

Amazon said its planned US$200 billion capital spending, largely directed to AWS, reflects constrained supply and accelerating AI demand rather than speculative buildout. Management argued new capacity is being monetized immediately, with custom silicon...

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