AWS CEO Matt Garman says AWS plans $220B in 2026 CapEx, has two million NVIDIA GPUs on order

AWS CEO Matt Garman, in a conversation with a16z's Raghu Raghuram, says AWS plans $220B in capital expenditure for 2026, has two million NVIDIA GPUs on order, has its AI chips sold out through next year, and is introducing a new 30-second AWS account setup with no credit card required.

Detected & updated continuously · Source: Nebula