Amazon Earnings Preview: Q3 2026 | Seeking AlphaSkip to contentHome page Seeking Alpha - Power to InvestorsOct 29, 2026, 4:25 AM ETAMZN, AMZN:CAS&P Global Market Intelligence63 FollowersSummaryStrong growth in technology infrastructure investment to support AI was a focus over the past year and is projected to expand in 2026 and 2027.For calendar year 2026, consensus estimates indicate capex will more than double to $762 billion from $362 billion.In 2027, spending is projected to increase further to $1.3 trillion, bringing total spending to more than $2 trillion in only two years.According to Visible Alpha consensus, total North American revenue expectations for the third quarter have edged down to $113.8 billion from the prior quarter.JHVEPhoto/iStock Editorial via Getty ImagesCapex overviewStrong growth in technology infrastructure investment to support AI was a focus over the past year and is projected to expand in 2026 and 2027. Hyperscalers' capital expenditure (capex) expectations have continued to rise. For calendar yearThis article was written byS&P Global Market Intelligence63 FollowersS&P Global Market Intelligence provides data, news, research and analysis on global public and private companies.CommentsTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.