Amazon raises 2026 capex to $220B, attributing the whole rise to memory

The AI stack on 30 July 2026. 1 move, 1 with a primary source.

Amazon raises 2026 capex to $220B, attributing the whole rise to memory

· Band Money · $220B · Confirmed

Amazon told investors it will spend about 220 billion dollars this year, up from about 200 billion. It named one cause for the whole increase: memory has become more expensive. The number is not in the filing. It was said out loud on the earnings call.

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