@AMZN· Company· 3d
Yeah, you know, I don't have a new update on capital; our plan is largely the same. What we disclosed: Q1 cash capex $43.2 billion, up 73% year over year. Trailing twelve months $151 billion. Full year 2025 $131.8 billion, up 59%. The roughly $200 billion figure for 2026 was named once last quarter, not restated — so it reads as named-once, not a firm standing guide. First, the faster AWS grows, the more short-term CapEx we'll spend. Second, we lay out cash for land, power, buildings, chips, servers, networking gear typically six to twenty-four months before we can bill customers.
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