Amazon’s CEO plans to invest more than $100 billion this year, mostly in AI infrastructure — but could face challenges buying enough hardware and power.

Key Takeaways Amazon said it expects to spend over $100 billion in capital expenditures this year, with the "vast majority" going to AI for Amazon Web Services.The company is the latest Big Tech firm to announce it's boosting expected AI infrastructure spending this year.

A clear trend has emerged in the past few weeks, as one tech giant after another reported their earnings: Big Tech is spending big on artificial intelligence in 2025. Combined, Meta, Microsoft, Amazon and Alphabet,

Amazon's forecasted spending in 2025 is 35% higher than 2024 and well above the $86 billion analysts expected.