Business1 hOctober 22, 2026, 10:28

Amazon to spend $220B on AI infrastructure in 2026

Amazon plans about $220 billion in capital expenditure for 2026, mostly on cloud and AI infrastructure. Delays in data center power and construction mean server racks arrive before they can be deployed, squeezing cash flow.

Digitimes

Open source

Amazon's 2026 capex is about $220 billion
Most of the spending targets cloud and AI infrastructure
Power and construction delays hold back rack deployment

#Amazon

Gartner warns $3.5tn of AI infrastructure spending is at write-down risk

Business

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Wharton professor: hyperscalers need $1.1T AI spend and 2.7x productivity gain by 2030

Business

Amazon to spend $220B on AI infrastructure in 2026

Gartner warns $3.5tn of AI infrastructure spending is at write-down risk

Meta, Amazon, Microsoft and Google to spend about $750B on AI data centers

Wharton professor: hyperscalers need $1.1T AI spend and 2.7x productivity gain by 2030

Anthropic reports $42B net loss for 2025, plans $518B infrastructure spend