Instant Reaction: Amazon Boosts Spending Far Ahead of Estimates
February 5, 2026
25 min
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5,136 of 5,353
February 5, 2026
Instant Reaction: Amazon Boosts Spending Far Ahead of Estimates
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25:06This episodeInstant Reaction: Amazon Boosts Spending Far Ahead of Estimates
Summary
<p>Amazon said it plans to spend billions more than expected on data centers, chips and other equipment, fueling investor concerns that the company’s massive bet on artificial intelligence will take longer to pay off than anticipated.The company reported $39.5 billion on property and equipment expenses in the fourth quarter, topping estimates by almost $5 billion, and said its capital expenditures would reach $200 billion this year. Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Bloomberg Intelligence Senior Analyst for E-Commerce and Athleisure Poonam Goyal and James Cakmak, Co-Founder and Chief Investment Officer at Clockwise Capita</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>
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