Capex is a moat for AMZN!

AMZN’s capex

From 2000 to 2020 $70B
From 2020 to today $273B

Not all of this went to AWS, significant portion of this capex went to automated warehouses/ fulfilment centers, logistics. They have recently build a fully automated robotic facility.

2024 will be $75 B
2025 will be $85 B
2026 will be $93 B

Currently capex is running roughly $20 B more than D&A. A single company invest $100 B in capex is mind boggling.

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