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    Artwork for The a16z Show
    Episode

    Amazon CEO Andy Jassy on the $220 Billion AI Buildout

    The a16z Show · Oct 23, 2026 · 1 h 01 min
    Episode page

    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…

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