Amazon CEO Andy Jassy on Why Amazon Is Investing $220 Billion in AI
Amazon CEO Andy Jassy told a16z that Amazon expects roughly $220 billion in CapEx in 2026 — driven by AI demand it still cannot fully satisfy — and believes the buildout could make AWS a $1 trillion annual run-rate business. He discussed how Amazon decides how much infrastructure to build and why AI demand keeps surprising to the upside. Why it matters: $220B from a single company is the clearest signal yet that the AI capex supercycle is accelerating, not peaking.
SOURCES
- a16z Podcast2026-10-23 10:00