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First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
raising the 2026 capex guide on higher memory costs, mostly AI
“We now believe we will spend approximately $220 billion in cash Cap Ex in 2026, the higher cost of memory pushing this number up from our prior estimate of about $200 billion”
even 220 billion leaves Amazon capacity-short through 2027
“we will still not have enough capacity to meet all the demand we have in 2026. And I believe this dynamic will also be true in 2027”
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