Amazon guided capex from 100-120 billion at start of year to 180 billion; they increased debt by 100 billion and are selling 25 billion in bonds; Google sold debt and equity; SpaceX did IPO for 75 billion then immediately did another 20 billion deal to pay off a bridge loan.
factualpending
Speaker
Louis GavelkalEvidence Quote
“Amazon's capex when they came into the year, I think they had guided to 100 to 120 and then last quarter, I think they guided to 180.”
Created: 8/12/2026, 6:20:13 PM
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