Core Viewpoint - Amazon is set to make significant capital expenditures of approximately $200 billion by 2026, indicating that major U.S. tech companies will continue their substantial investments in artificial intelligence in the short term [2][6] Group 1: Capital Expenditure and Market Expectations - Amazon's projected capital expenditure for 2026 is significantly higher than the previous market expectation of $144.67 billion [2][6] - The company's forecast for Q1 operating profit is between $16.5 billion and $21.5 billion, which is below the market expectation of $22.04 billion, leading to a drop in stock price by over 11% in after-hours trading [2][6] Group 2: Industry Trends and AI Investment - Major tech companies are investing heavily in processors, data centers, and networking equipment to accelerate AI infrastructure development, with total capital expenditures for the four largest cloud service providers expected to exceed $500 billion this year [2][6] - Recent earnings reports have conveyed a clear message from Wall Street: rapid growth in AI spending will only be tolerated if it leads to corresponding operational or financial returns [2][6] Group 3: Amazon's Cloud and Retail Strategies - Amazon continues to see strong demand for AI infrastructure and core digital migration workloads, although industry-wide capacity constraints limit its ability to fully meet this demand [3][7] - The company is increasing investments in the fourth quarter to alleviate these capacity bottlenecks and has launched the "Rainier" AI infrastructure project, deploying nearly 500,000 self-developed Trainium2 chips primarily for the Claude chatbot developer, Anthropic [3][7] - AWS, while accounting for only about 15% to 20% of Amazon's total sales, contributes over 60% of the company's operating profit [3][7] - Amazon is also expanding its e-commerce business by enhancing same-day and next-day delivery capabilities and increasing its fresh food offerings to attract more customers [3][7] - Recent retail initiatives include expanding the Whole Foods store footprint and constructing a large 225,000 square foot store to compete with Walmart and Costco [3][7]

Group 1 - The core viewpoint of the article is that Amazon is projecting its net sales for the first quarter to be between $173.5 billion and $178.5 billion [1] Group 2 - The expected range of net sales indicates a strong performance outlook for Amazon in the upcoming quarter [1] - This projection reflects Amazon's continued growth trajectory in the e-commerce and cloud computing sectors [1] - The sales forecast suggests a potential increase compared to previous quarters, highlighting the company's resilience in a competitive market [1]

亚马逊：预计第一季度经营利润165亿美元至215亿美元。 来源：滚动播报 ...

Group 1 - Amazon's stock price has dropped by 11% [1] - The company is projected to have capital expenditures of approximately $200 billion by 2026, which is higher than expected [1]

亚马逊股价盘后跌幅扩大，最新下跌6.6%。 来源：滚动播报 ...

亚马逊：第四季度销售净额2,133.9亿美元，预估2,114.9亿美元。 来源：滚动播报 ...

The company reported earnings in line with Wall Street expectations, and shares fell after hours. ...

每经AI快讯，2月6日，亚马逊第四季度销售净额2133.9亿美元，预估2114.9亿美元，每股收益1.95美 元，预估1.96美元。公司预计2026年将投资约2000亿美元用于资本支出。 ...

来源：滚动播报 亚马逊：第四季度经营利润249.8亿美元，预估248.2亿美元。 ...

By Greg Bensinger and Deborah Mary Sophia Feb 5 (Reuters) - Amazon on Thursday projected a surge of more than 50% in capital expenditures this year, joining its peers in a spending spree to build out artificial-intelligence infrastructure, and sending its shares down 11.5% in after-hours trading. As the shares sputtered on news that Amazon ​would be pumping $200 billion into boosting its AI efforts in 2026, CEO Andy Jassy struck a defensive tone during the company's call with investors, a contrast to the ...