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Amazon CEO Confident in Return on $200 Billion Investment — Market Talk

Provided by Dow Jones Feb 5, 2026, 11:26:00 PM

Amazon Chief Executive Andrew Jassy thinks the tech conglomerate will get a return on its eye-popping $200 billion investment. Amazon plans to spend $200 billion in 2026, most of which will go towards its AWS business, Jassy tells analysts on a Thursday call. Demand for AWS is so much that the company is monetizing capacity as fast as it can install it, Jassy says. "We have deep experience understanding demand signals in the AWS business and then turning that capacity into strong return on invested capital," he says. Still, investors appeared wary of Amazon's lofty ambitions as shares fell 10% to $200.55 after market close. (katherine.hamilton@wsj.com)

(END) Dow Jones Newswires

February 05, 2026 18:26 ET (23:26 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

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