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Andy Jassy said Amazon will spend $220 billion this year—and still won't have enough capacity to meet demand | Fortune

AWS revenue hit $42.2 billion in Q2, marking its fastest growth in 18 quarters as AI demand outpaces Amazon's ability to build more data centers.

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Andy Jassy said Amazon will spend $220 billion this year—and still won't have enough capacity to meet demand…

AWS reached $42.2B Q2 revenue with 37% growth (18-quarter peak); Amazon's $220B 2026 CapEx still won't meet demand. Structural capacity shortage locks enterprises into AWS and extends infrastructure scarcity for years—driving vendor consolidation and higher cloud costs.

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giovedì 30 luglio 2026·cnbc.com
Amazon on deck to report earnings after the bell with cloud, capex in focus
Amazon projected its 2026 capex will reach $200 billion, and some analysts believe the total could rise in the face of surging artificial intelligence demand.
giovedì 30 luglio 2026·cryptobriefing.com
Amazon set to report Q2 2026 earnings with focus on cloud and capex
Amazon reports Q2 2026 earnings with AWS revenue expected at $40.5B and $200B in capital spending on AI infrastructure. Here's what it means for

Andy Jassy said Amazon will spend $220 billion this year—and still won't have enough capacity to meet demand | Fortune

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Andy Jassy said Amazon will spend $220 billion this year—and still won't have enough capacity to meet demand…

Timeline cronologica

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