Amazon lifts 2026 capex by $20 billion to $220 billion as Alphabet raises guide to $195–$205 billion
AI مارکیٹ کا خلاصہ
Amazon and Alphabet raised 2026 capex guidance materially, framing AI data-center demand as stronger and more persistent than expected. Jassy's "line of sight" on returns and disclosed AI run-rate helped re-rate hyperscaler AI infrastructure spend, lifting peers and reinforcing the investment cycle across cloud, semis, and networking. Near term, the news supports risk appetite toward AI-exposed mega-cap platforms despite free-cash-flow pressure.
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AI تجزیاتی سمجھ · NCSKAMZN2USD/USDTAI تجزیاتی سمجھ
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ابھی ٹریڈ کریں
⚠️ AI سے تیار کردہ تجزیاتی سمجھ خبروں کے مواد پر مبنی ہے اور صرف معلوماتی مقاصد کے لیے فراہم کی گئی ہے۔ یہ سرمایہ کاری کا مشورہ نہیں ہے اور نہ ہی BingX کے خیالات کی نمائندگی کرتی ہے۔ سرمایہ کاری میں رسک شامل ہے۔ براہ کرم ذمہ داری سے ٹریڈ کریں۔
Amazon CEO Andy Jassy said the company raised its 2026 capital spending budget by $20 billion to $220 billion, adding that even that level would not cover all AI-compute demand. Amazon shares surged 15.3% on the day, adding $382 billion in market value. Alphabet also lifted its 2026 capex outlook by $15 billion to a range of $195 billion to $205 billion, and its stock rose 6.7% to erase its post-earnings decline. The moves underscore that global investment in AI infrastructure is running hotter than expected, benefiting leading cloud providers’ core assets.
