Amazon CEO Andy Jassy on Why Amazon Is Investing $220 Billion in AI
The a16z Show
- Published
- October 23, 2026
- Duration
- 1h 1m
- Summary source
- description
- Last updated
- Oct 25, 2026
Discusses inference.
Summary
Amazon expects to spend roughly $220 billion in CapEx in 2026, yet CEO Andy Jassy says the company is still leaving meaningful AI demand on the table.** He believes the buildout could ultimately help make AWS a $1 trillion annual run-rate business.Andy joins a16z co-founder Ben Horowitz and Erik Torenberg to discuss why AI demand is growing so quickly, ho…
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Show notes
Amazon expects to spend roughly $220 billion in CapEx in 2026, yet CEO Andy Jassy says the company is still leaving meaningful AI demand on the table.** He believes the buildout could ultimately help make AWS a $1 trillion annual run-rate business.Andy joins a16z co-founder Ben Horowitz and Erik Torenberg to discuss why AI demand is growing so quickly, how Amazon decides how much infrastructure to build, and why lower inference costs could unlock broader enterprise adoption.They also discuss how
Themes
- inference