\- Google: Increased FY '26 to $195 - $205b, up from $180 - $190b. Significant increase in FY '27
\- Meta: Increased FY '26 to $130 - $145b, up from $125 - $145b
\- Microsoft: "Decreased" FY '26 to $175b, "down" from $190b. $15b decrease due to accounting gimmick from financing leases to operating leases. Further growth in FY '27.
\- Amazon: Increased FY '26 to $220b, up from $200b.
> But even at that amount, we will still not have enough capacity to meet all the demand we have in 2026, and I believe this dynamic will also be true in 2027 too," Jassy said. "In fact, the demand we already have for 2028 is striking." - Andy Jassy