Earnings call briefThird-quarter 2026
Amazon.com says it intends to make Trainium available outside AWS in late 2027
Amazon.com also said it expects to spend meaningfully more on cash capital expenditures in 2027 than in 2026.
GetSignal Amazon.com AMZN
Amazon.com said on its third-quarter call that it intends to make Trainium available outside AWS, starting late in 2027, as customers continue to encourage the step. CFO Brian Olsavsky said fourth-quarter fuel and line haul costs will be higher than in the third quarter. He also said the company expects to begin capitalizing certain Amazon Leo costs in the first quarter of next year, later than he had predicted.
Quotes from the call
“With Trainium demand so strong, customers continue encouraging us to make it available outside of AWS. We intend to do so late in 2027.”
Key facts from the call
- Expected Trainium outside AWS
- Late 2027
- 2027 cash capex outlook
- Meaningfully more than 2026 cash capex of approximately $220 billion
- Expected start of capitalizing certain Amazon Leo costs
- First quarter of next year
Source: Amazon.com's third-quarter 2026 earnings call, October 29, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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