Latest / Cloud Wars Live with Bob Evans
Amazon $200B CapEx Biggest Ever → and Most Being Spent on AWS
In today's Cloud Wars Minute, I analyze how AI inferencing and custom chips are reshaping the cloud power structure.
Highlights
00:05 — 2026 is off to a booming start. One of the numbers we saw was that Amazon is committed to spending $200 billion in CapEx in calendar 2026. That will be, by far, the largest CapEx expenditure in a single year that any company in any industry has ever made. So, truly some monumental, groundbreaking stuff going on here. It shows the size of the opportunity.
01:11 — Now that total, Jassy said a few times, is for the whole Amazon Corporation, but he said the vast…
The skinny
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