Why Is Amazon CEO Andy Jassy Leading AI Investment In 2026?

Amazon CEO Andy Jassy has announced that the firm is going to be “investing aggressively” in AI, placing him among a slew of tech leaders upping investment.

During the firm’s Q4 earnings call, he said that Amazon expects to invest about US$200bn in CapEx across Amazon.com, Inc., predominantly in Amazon Web Services (AWS).

Andy said: “Customers really want AWS core for AI workloads. And we are monetising capacity as fast as we can install it.

“We have deep experience understanding demand signals in the AWS business and then turning that capacity into a strong return on invested capital. We are confident this will be the case here as well.”

Andy explained that the main areas of investment will be across AI chips, robotics and low orbit satellites.

Suggesting that AI is a growing opportunity, he added: “I passionately believe that every customer experience that we know of today is going to be reinvented.

“With AI, there are gonna be a whole bunch of customer experiences none of us ever imagined that are gonna become the norms of how we all operate every day and what we use.”

Amazon's 2025 financial results 

In 2025, Amazon's net income increased to US$77.7bn, compared with US$59.2bn in 2024. Operating income increased to US$80bn in 2025, compared with US$638bn in 2024.

Net sales increased 12% to US$716.9bn, with particular success in AWS segment sales, increasing 20% year-over-year to US$128.7bn.

"AWS growing 24% (our fastest growth in 13 quarters), Advertising growing 22%, Stores growing briskly across North America and International, our chips business growing triple digit percentages year-over-year - this growth is happening because we're continuing to innovate at a rapid rate, and identify and knock down customer problems," Andy said in the report.

Amazon also highlights new AWS agreements throughout the year with OpenAI, Visa, the NBA, BlackRock, Perplexity, Lyft, United Airlines, DoorDash, Salesforce, US Air Force, Adobe, Thomson Reuters, AT&T, S&P Global, London Stock Exchange, Accenture, Indeed, and HSBC amongst others.

Tech leaders upping investment in AI

Andy is just one of the many leaders making increased commitments towards AI. Alongside Google's Sundar Pichai, who is increasing investment in AI infrastructure and AI-native cloud offerings, is Meta CEO Mark Zuckerberg.

During the company's earnings call on 28 January, Mark said: "We had a strong business performance in 2025. Our business also performed very well thanks to record-breaking holiday demand and AI-driven performance gains."

Unlike Amazon, the results helped lift Meta's share price by around 6-10% in extended trading following the announcement.

The firm also set out plans for a dramatic escalation in investment during 2026, particularly in AI transformation. The company expects capital expenditure to range between US$115bn and US$135bn, almost double the US$72.2bn spent in 2025.

The earnings call outlined that the majority of that funding will be directed towards data centres, servers and networking equipment required to train and deploy increasingly sophisticated AI models.

Mark said: "We are now seeing a major AI acceleration. I expect 2026 to be a year where this wave accelerates even further.

"As we plan for the future, we will continue to invest very significantly in infrastructure to train leading models and deliver personal superintelligence to billions of people and businesses around the world."