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CNBC AI · 2026/7/30 21:31:31

Amazon hikes 2026 capex to $220 billion due to higher memory costs
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亚马逊在最新财报中交出了一份亮眼成绩单,第二季度营收和云业务增长均超预期,其中AWS云服务收入同比飙升37%,创下2021年以来最快增速。CEO安迪·贾西透露,由于人工智能对高性能内存和算力的需求暴涨,公司已计划将2026年资本支出大幅上调至2200亿美元。这笔巨额投资主要流向数据中心和AI芯片等基础设施,因为训练大模型就像盖楼,内存和算力就是钢筋水泥——需求越大,成本越高。对普通人来说,这意味着未来用到的AI服务会更聪明、响应更快,比如智能客服、图像识别或语音助手都可能变得更“懂你”;但同时,云服务商的成本压力也可能部分传导至终端消费者,未来企业和个人使用AI工具的订阅费或许会有小幅上涨。总体来看,科技巨头正在为AI时代的“军备竞赛”砸下真金白银,这场技术革命的红利和代价都将逐步显现。
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TechAmazon hikes 2026 capex to $220 billion due to higher memory costsPublished Thu, Jul 30 202612:00 PM EDTUpdated 4 Hours AgoAnnie Palmer@in/annierpalmer/WATCH LIVEKey PointsAmazon reported better-than-expected revenue and cloud growth for the second quarter. AWS sales expanded 37% year over year, which trounced analysts' expectations for 31% growth, and represented the unit's fastest growth since 2021.CEO Andy Jassy said the company expects capital spending to reach $220 billion this year.In this articleAMZNFollow your favorite stocksCREATE FREE ACCOUNTwatch nowVIDEO1:0501:05Amazon stock pops on quarterly beatClosing Bell: OvertimeAmazon reported surging cloud growth during the second quarter, pointing to strong artificial intelligence demand, and the company boosted its capital spending forecast for the year. The stock shot up more than 10% in extended trading. Here's how the company did, compared with estimates from analysts polled by LSEG:Earnings per share: $5.75 a share. That may not compare with the $1.82 per share expected by LSEGRevenue: $200.61 billion vs. $196.47 billion estimatedWall Street was also looking at other key revenue numbers:Amazon Web Services: $42.2 billion vs. $40.54 billion expected, according to StreetAccountAdvertising: $19.81 billion vs. $19.43 billion expected, according to StreetAccountAmazon said it expects to spend even more on AI, with capital expenditures projected to hit $220 billion this year, CEO Andy Jassy said on a conference call with investors. In February, the company said capex would hit $200 billion this year, and it held steady on that forecast in April. Jassy said rising memory prices pushed its capex estimate higher. He suggested Amazon's spending spree isn't likely to abate anytime soon."But even at that amount, we will still
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