--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/100000000814321.md" description: "$Amazon(AMZN.US) Big tech companies, particularly Amazon and Alphabet, are significantly increasing capital expenditures, with plans totaling $700 billion this year. Alphabet announced a rise in capex to between $195 billion and $205 billion, driven by strong demand exceeding current computing capacity, despite a 8% stock decline following the announcement. I believe it’s very likely to affect other Mag 7 companies that are spending huge as well. Firstly, Amazon is a much larger cloud provider than Alphabet. Amazon Web Services has the greatest global share of the cloud computing market at 28%, followed by Microsoft at 21% and Google Cloud at 14%. Secondly, Amazon has been very public and bullish about its capex. In a letter to shareholders in April, CEO Andy Jassy posted a lengthy statement on Amazon’s website justifying the company’s planned spending and saying it would be a “meaningful leader” in AI. Heading into earnings for Amazon next week, I won't be surprised to see another bearish sentiment if Amazon raises Capex again despite beating expectations and increasing revenue and margins. @Captain's Treasure" datetime: "2026-07-24T01:48:11.000Z" locales: - [en](https://longbridge.com/en/topics/100000000814321.md) - [zh-CN](https://longbridge.com/zh-CN/topics/100000000814321.md) - [zh-HK](https://longbridge.com/zh-HK/topics/100000000814321.md) author: "[NewUser_CkrdqW ](https://longbridge.com/en/profiles/16451694.md)" generator: "portal-rs" --- # $Amazon(AMZN.US) Big tech companies, particularly … ### Related Stocks - [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [GOOGN.US](https://longbridge.com/en/quote/GOOGN.US.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**