Amazon raised its 2026 capital-spending plan to about $220 billion, primarily to add AI and AWS infrastructure.
AWS capacity is already being reserved into 2028, supporting a multi-year AI and core cloud ramp.
Amazon is exploring selling Trainium chips or racks outside AWS, creating a potential external hardware channel.
Amazon Leo is moving toward initial commercial satellite internet service in 2026.
Amazon plans to add 100 more Whole Foods Market stores over the next few years.
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