Amazon Lifts 2025 Capex to $220B as AWS AI Orders Surge
AMZN sits 32% above its 52-week low of $196.
Summary
Amazon raised its 2025 capex plan from $200B to $220B, all going to AI infrastructure. AWS's AI business and in-house chip scale hit $25B with triple-digit growth. CEO Jassy says AI compute stays tight through 2027 with demand visible into 2028. Suppliers TSMC, Alchip-KY, Wiwynn, and Foxconn are ramping orders. This follows the July $200B AI data center commitment and the $40B bond raise — the extra $20B signals even faster AI buildout. Watch for Q3 earnings to see if AWS growth sustains 37%.
At the time of this announcement, AMZN was trading at $258.30 on NASDAQ in the Technology sector, with a market capitalization of approximately $2.8T. The 52-week trading range was $196.00 to $287.20. This news item was assessed with positive market sentiment and an importance score of 8 out of 10. Source: Binance News.