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Channel
a16z
Topic
Company Building
1:00:39
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a16z
· Oct 23, 2026
Podcast · 3 speakers
Amazon CEO Andy Jassy on the $220 Billion AI Buildout
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Guest Andy Jassy · Host Ben Horowitz, Erik Torenberg
Even at roughly $220 billion of 2026 CapEx, Jassy says Amazon is still turning away AI demand. He tells Ben Horowitz and Erik Torenberg why AWS could become a trillion-dollar run-rate business, and why inference cost, custom chips, and smaller teams matter more than squeezing old customers.
AI Strategy
Infrastructure & deployment
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