AI And AWS Drive Next Phase Of Growth
He also emphasized that Amazon plans to invest about $200 billion in capital expenditures in 2026, backed by significant customer commitments, including the OpenAI commitment of over $100 billion.
Amazon is scaling its custom chip business, including Graviton and Trainium, which now generates an annual revenue run rate of over $20 billion and is growing at triple-digit rates. The company expects these chips to reduce costs and improve margins over time.
Big Bets On Robotics, Delivery And Connectivity
Amazon continues to invest heavily in automation, with over one million robots now operating across its fulfillment network. The company is also expanding faster delivery through more than 85 same-day fulfillment centers, enabling over 500 million same-day deliveries so far in 2026.
In rural logistics, Amazon has committed over $4 billion to expand delivery coverage, aiming to reach more than 13,000 zip codes across 1.2 million square miles and deliver…
