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Amazon CFO expects full-year capex to hit $125B in 2025
亚马逊亚马逊(US:AMZN) Youtube·2025-10-31 11:37

Hey Mel. So we just heard from CFO Brian Oski saying that they expect their fullear capex to be approximately 125billion.Theysayitssettogohigherin2026.NowthatsprimarilygoingtoAWStosupportAIdemand.TheyalsotalkedaboutinvestingmoreintheirinhouseAIchipscalledTranium.ThatdoestrailMicrosoftsrunrateforanannualcapexspendof125 billion. They say it's set to go higher in 2026.Now that's primarily going to AWS to support AI demand. They also talked about investing more in their in-house AI chips called Tranium. That does trail Microsoft's run rate for an annual capex spend of 140 billion.But Andy Jasse, the CEO, talking right now on the call about project rainer. That is their big AI investment. They're working handinh ...