Amazon discloses over $77B in Q3 capex on AI infrastructure, far above Wall Street expectations
Polymarket · x · 2026-10-30
Amazon revealed it spent over $77 billion in Q3 on AI infrastructure and other capital investments, far exceeding Wall Street expectations — another sign the hyperscaler AI capex race keeps accelerating.
More from Venture
- PC Downturn Is an AI Supply Story: Freed Wafers Shift to Data Center Production — BenBajarin · 2026-10-30
- Deep AI workflow automation may cut enterprise token spend month-over-month, reports say — herbiebradley · 2026-10-30
- YC amplifies folk: AI texting assistant adds 170,000 users in under a week — ycombinator · 2026-10-30
- Databricks revisited: $7B ARR growing 80% a year, and the critics who think the moat is EDR logs — thedealdirector · 2026-10-30
- Four big a16z portfolio launches in 48 hours, led by Wabi's $55M at $1.25B valuation — joonasvirtanen · 2026-10-30
- Sebastian Thrun's Dulo raises $130M seed to build foundation models for hardware design — anshulkundaje · 2026-10-30