a16z Podcast: Amazon CEO Andy Jassy on $220 Billion AI CapEx and Demand Gaps
a16z released a new podcast episode featuring Amazon CEO Andy Jassy discussing the company's plan to spend approximately $220 billion in capital expenditures in 2026. Despite this massive investment, Jassy states that Amazon still cannot meet all AI demand, suggesting the buildout could help AWS reach a $1 trillion annual run-rate business. The episode also covers how lower inference costs might unlock broader enterprise adoption and how AI is reshaping Amazon's internal operations.
Venture capital firm a16z published a special podcast episode on October 23, 2026, featuring Amazon CEO Andy Jassy. This episode focuses on Amazon's massive capital allocation in artificial intelligence and the strategic logic behind it. According to the show notes, Amazon expects to spend roughly $220 billion in CapEx in 2026, yet Jassy indicates that even at this elevated level, the company is still leaving meaningful AI demand on the table.