Amazon CEO Andy Jassy reassured investors by explaining that the company plans to invest approximately $200 billion in capital expenditures in 2026, with the majority going toward AI and AWS infrastructure. He detailed the return cycles: data centers generate revenue immediately upon opening and can be monetized for over 30 years, while servers and networking equipment break even in under three years with a useful life of five to six years. This explanation helped dispel investor concerns about the cash flow impact of these heavy expenditures, showing that returns were within sight.
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