Amazon AWS

AMZN

Amazon's cloud arm — largest hyperscale data center operator globally

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Amazon AWS Hyperscale Data Center Expansion

Amazon's capex is hitting $200 billion in 2026 — the vast majority funding AWS data center construction across the US and globally. Key projects include a $3 billion campus in Vicksburg, MS, a $30 billion tranche of new US investments announced in 2025, and major builds in Ohio, Virginia, and the Pacific Northwest. AWS requires massive fiber interconnect infrastructure, with multi-terabit links between campuses and direct dark fiber routes to key internet exchange points.

United States (Virginia, Ohio, NC, MS) + Global Est. 2025-2028 $200.0B

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