[New] As discussed in a recent blog (Hyperscaler Capex Continues to Grow), capital expenditures have only accelerated since the DeepSeek news, with Google-parent Alphabet, Microsoft, Amazon, Meta, and Oracle expected to spend $600 billion on AI-related development in 2026.
Cimarron Wealth Management, Inc
[New] Amazon Kuiper, AST SpaceMobile, and SpaceX's Starlink constellations will drive down costs, presenting a real challenge to traditional GEO models.
Satellite Evolution
[New] Amazon Pharmacy will expand Same-Day Delivery to nearly 4,500 cities in 2026 Amazon Pharmacy will expand Same-Day prescription delivery to 4,500 U.S. cities by the end of 2026, adding nearly 2,000 communities including Idaho and Massachusetts.
MarketScreener
[New] Amazon plans to launch AI content marketplace.
MarketingProfs
[New] The $200 billion that Amazon will spend on capex in 2026 will cover the bulk of the cost of the gear (warehouse and transportation stuff) that will be installed and ready by 2027 it looks like.
The Next Platform
[New] Amazon is expanding its Leo satellite network, with 180 satellites launched to date and plans for more than 20 launches in 2026 to facilitate a commercial rollout of its low-earth orbit internet service later in 2026.
Thought Canvas
[New] Google and Amazon reported much larger-than-expected 2026 capital expenditure budgets, reinforcing existing fears that data center and infrastructure compute expenditures will not provide sufficient returns to shareholders.
the wolf of wall street (lower case)
[New] Meta, Microsoft, Amazon, Google and Oracle alone are expected to spend a combined $700 billion in 2026, up from $400 billion last year.
Fortune
[New] Amazon AMZN-Q on Thursday projected a surge of more than 50% in capital expenditures in 2026, joining its peers in a spending spree to build out artificial-intelligence infrastructure, and sending its shares down 9% in after-hours trading.
The Globe and Mail
[New] Amazon has announced a projected $200 billion capital expenditure plan for 2026, aiming to capitalize on seminal opportunities in artificial intelligence, custom silicon, and its Amazon Leo satellite network.
Fiduciary Tech
[New] Combined spending from Amazon, Alphabet, Meta, and Microsoft is expected to reach $650 billion on AI infrastructure in 2026, a 60% increase from last year.
Crypto Briefing
[New] Amazon said it will spend $200 billion in 2026.
IndexBox Inc.
[New] Amazon Pharmacy will expand same-day delivery to nearly 4,500 U.S. cities and towns, intensifying competitive pressure in retail pharmacy and recurring-services reach.
Stock Titan
[New] Arianespace Ariane 64: Amazon Leo from Guiana Space Centre, French Guiana Amazon Leo, formerly known as Project Kuiper, will launch a mega constellation of 32 satellites for broadband internet access, managed by Amazon's subsidiary Kuiper Systems LLC. / USA
KeepTrack
[New] In 2026, Seattle-based Amazon plans to ramp up its capex to a staggering $200 billion.
Benzinga
[New] Amazon, for example, said late Thursday it expects to spend $200 billion on investments in 2026 to take advantage of seminal opportunities like AI, chips, robotics, and low earth orbit satellites.
Marietta Times
[New] Alphabet, Amazon, Meta, and Microsoft together forecast capital expenditures reaching approximately $650 billion in 2026 for AI infrastructure - a spending boom without parallel this century.
Champaign Magazine
[New] Amazon plans to add datacenter capacity as fast as we can to meet the demand from customers to place their workloads on AWS and train their data for the AI era.
The Register
[New] By 2027, the year Elon Musk is on track to miss his deadline to start selling Optimus humanoids to the public, Amazon will reportedly replace more than 600,000 jobs with robots.
Motley Fool Community
[New] Amazon Leo is expected to begin its commercial rollout in 2026, targeting business and government sectors and aiming to leverage AWS ecosystem integrations to differentiate itself.
Verdict
Last updated: 22 February 2026
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