Feb. 9 at 12:48 AM
$AMZN
Financial Capacity for the Spend :
As of early February 2026, Amazon maintains a massive financial scale that makes such a spend technically feasible :
Liquidity: Amazon ended its most recent period with approximately
$123 billion in cash and equivalents.
Revenue Scale: The company reported record full-year 2025 net sales of
$716.9 billion, a 12% increase year-over-year.
Operating Cash Flow: For the full year 2025, Amazon generated
$139.5 billion in cash from operations.
Balance Sheet Strength: With total assets of
$818 billion Amazon has the "dry powder" to increase leverage if needed to bridge the gap between operating cash and the
$200 billion target.
Jassey said AWS revenue could have been much higher but for the lack of infrastructure.
The company’s cloud unit added almost 4 gigawatts of computing capacity in 2025, and AWS expects to double that power by the end of 2027.
Revenue will go way up and not just for AWS.
$NVDA
