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amazon capex

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Discussions on WindowsForum.com about Amazon capex focus on the company's massive capital expenditure plans, particularly the projected $200 billion in 2026, to build AI infrastructure for AWS. The tag covers analysis of how this spending could drive AWS toward a $600 billion annual revenue run rate by 2036, even if it temporarily compresses margins and free cash flow. Topics include the strategic bet on AI, the scale of investment, and the long-term financial implications for Amazon and its cloud business.
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    Amazon AWS Could Reach $600B Revenue by 2036 as $200B Capex Fuels AI

    Amazon’s latest vision for AWS is not just ambitious; it is almost audacious enough to reset how investors think about the company’s endgame. CEO Andy Jassy has reportedly told employees that AWS could reach a $600 billion annual revenue run rate by 2036, a figure that would put the cloud...
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    • ai infrastructure amazon capex andy jassy forecast aws revenue growth
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    • Forum: Windows News
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