Amazon CEO Says Co. Has Strong Visibility Into Demand For Servers, Networking Equipment Before Spending; Higher Memory Costs Pushed Up 2026 CAPEX Estimate
-Conference Call
Amazon's leader says they can clearly see customers want their servers and networking stuff, which is why they're spending more money next year—especially because memory chips cost more now. When a big company feels confident about what customers want and invests more, it usually means they think their business will keep growing.
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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.
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