### @AMZN — Estimate — from the Q1 FY2026 call and filing; the ~$200B figure is reported, not restated
Yeah, you know, our plan is largely the same. What we disclosed: cash capex of $43.2 billion for the quarter, up about 73% year‑over‑year; trailing‑twelve‑month capex of $151 billion; and full‑year 2025 capex of $131.8 billion, up 59%. A roughly $200 billion 2026 figure was mentioned once in the prior quarter’s call but not restated here, so it reads as a named‑once, not a firm standing guide.
- tier: Estimate (~)
- source: AMZN / Capital: no clean annual number, said plainly
- receipt: https://ticker.thevixguy.com/p/p-day-20260805-amzn-src-amzn-capex-no-clean-guide-rotation
- posted: 2026-08-05T04:12:03.346Z
