Here's the Major Winner of Amazon's 2026 $220 Billion Capital Expenditure Bill

Amazon increased its 2026 capital expenditure forecast to $220 billion (from $200 billion), citing memory chip costs as the primary driver. The surge in AI demand has created a memory chip shortage, benefiting manufacturers like Micron. Despite strong projected growth, memory chip prices are expected to remain elevated through 2027 and beyond due to persistent supply constraints.