- Amazon investment climbs to $125B in 2025, with further increases expected in 2026.
- Over $4B is allocated to fulfillment centers to expand same-day delivery, especially in rural areas.
- AWS revenue grows 20% YoY, fueled by demand for AI, as Amazon doubles its data center power capacity since 2022.
- Project Rainier, a 1,200-acre AI data hub, is now live, highlighting Amazon’s aggressive cloud infrastructure expansion.
Big Spending, Bigger Ambitions
Amazon is ramping up its investment strategy across the board. Amazon plans $125B in capital spending this year, up from its earlier $100B estimate, reports CoStar. According to CFO Brian Olsavsky, that figure is expected to rise again in 2026.
The funding is being directed toward two major initiatives: accelerating US deliveries, especially for perishables and rural areas, and increasing data center capacity to support AI workloads on its AWS cloud platform.
Faster Delivery, Deeper Reach
CEO Andy Jassy said more than $4B will go toward expanding Amazon’s fulfillment network. This includes enabling three-hour delivery in select US cities. Amazon is also expanding same-day and next-day service in rural regions.
Jassy noted that Amazon has boosted rural access to rapid delivery by 60%, positioning the company as a logistics leader even in underserved areas.
Get Smarter about what matters in CRE
Stay ahead of trends in commercial real estate with CRE Daily – the free newsletter delivering everything you need to start your day in just 5-minutes
Data Centers Powering AI Growth
At the same time, Amazon is significantly expanding its AI-enabled data infrastructure. AWS posted a 20% year-over-year revenue increase in Q3, reaching $33B — its fastest pace in nearly three years.
Amazon added 3.8 gigawatts of power capacity over the past year, with another gigawatt coming online by year’s end. That’s more than any other cloud provider. One gigawatt can power roughly 750K homes.
“We’re now double the power capacity AWS had in 2022,” Jassy said, “and we’re on track to double again by 2027.”
One major milestone: Project Rainier, a 1,200-acre AI data center cluster in New Carlisle, Indiana, is now fully operational.
AI Spending Arms Race
Amazon isn’t alone in pouring money into AI infrastructure. Meta, Microsoft, and Google together spent a record $80 billion last quarter on AI-related networks and data centers.
So far in 2025, Amazon has spent $79.1B on tech and infrastructure — up from $65B in the same period last year. Its total property and equipment purchases reached $120.1B, reflecting a sharp increase in land and equipment acquisition for data centers.
Why It Matters
Amazon’s twin investments in AI and logistics reflect a strategic push to dominate both cloud computing and last-mile delivery. With rising AI cloud demand and delivery expectations, Amazon is positioning itself as a leader in both tech and logistics.
And with tech rivals in a race to build AI infrastructure, the scale and speed of Amazon’s investments suggest a long-term bet on AI-driven growth and operational efficiency.
What’s Next
Expect more mega-scale data center announcements and logistics innovations from Amazon in the coming quarters. The company’s roadmap shows no sign of slowing as it chases AI-powered growth and broader market penetration across the US and globally.
