Source item
Open original source ↗Amazon $AMZN CEO Andy Jassy:
“We now believe we will spend approximately $220 billion in cash CapEx in 2026, the higher cost of memory pushing this number up from a prior estimate of about $200 billion.
But even at that amount, we will still not have enough capacity to meet all the demand we have in 2026.”
$MU $AVGO $NVDA