● IndustryNov 2, 2026 · 22:368 sources
JPMorgan Estimates Amazon 2027 Capex Will Jump 77% to $395B as Stock Erases Post-Earnings Drop
From marketbrief.now
AI;DR
JPMorgan estimates Amazon's 2027 capital expenditures will jump 77% to $395 billion from roughly $220 billion planned for 2026. CEO Andy Jassy stated Amazon is installing an AI accelerator chip roughly every 14 seconds. Amazon shares rallied 11% from their 7.5% post-earnings drop on Thursday evening.
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- SUPPORT@yahoofinance“$JPM estimates Amazon will step it up next year by about 77% to $395 billion”x.com
- SUPPORT@wallstengine“Our AWS investment in functionality and infrastructure is working, with over 39% year-over-year revenue growth in Q3 ($184 billion revenue run rate) and projected revenue growth rates of over 40% both in 2027 and in 2028”x.com
- SUPPORT@edludlow“CapEx "meaningfully more" in 2027 for Amazon than the $220 billion this year”x.com
- SUPPORT@realnickmugalli“Tonight Amazon is guided to $22.5–26.5bn of operating profit, up from $17.4bn a year ago.”x.com
- SUPPORT@realnickmugalli“Tonight Amazon is guided to $22.5–26.5bn of operating profit, up from $17.4bn a year ago.”x.com
- SUPPORT@hedgiemarkets“In those same three months it spent $77.3 billion on data centers and equipment, up from $35 billion a year ago.”x.com
- SUPPORT@vestexchange“$AMZN missed Q3 revenue and EPS estimates after yesterday's close, with a trailing free cash flow outflow of $42.4B.”x.com