Amazon on pace for $100B+ in yearly capex; Jassy expects cost efficiencies to drive AI demand
Amazon CEO Andy Jassy says the trends represented by DeepSeek should stoke AI demand long-term. (GeekWire File Photo / Taylor ...
Amazon CEO says cloud business would have grown faster if it had more AI chips, power, and server components
AWS's growth is slowed by AI chip shortages and server constraints, CEO Andy Jassy said, as the company plans significant ...
Amazon to boost AWS capacity with $100B investment
The company will keep fueling infrastructure spend to support AI and cloud, amid what CEO Andy Jassy described as a ...
Podcast: Amazon, AI, and the cloud — a reality check, with Corey Quinn of ‘Last Week in AWS’
As cloud giants Amazon, Microsoft, and Google spend record sums to build out their capacity for artificial intelligence ...
Diginomica1d
AWS completes the set with slower cloud growth expectations alongside Google and Microsoft. Play the long game, urges CEO Andy Jassy
AWS completes the set with slower cloud growth expectations alongside Google and Microsoft. Play the long game, urges CEO ...
CRN1d
AWS Optimistic About Growth Despite Supply Chain, Power Constraints
AWS has already embraced China’s DeepSeek R1 frontier model in Amazon Bedrock and Amazon SageMaker, Jassy told financial ...
Network World1d
AWS plans to outspend Microsoft and Google on on AI infrastructure
Amazon’s CEO plans to invest more than $100 billion this year, mostly in AI infrastructure — but could face challenges buying ...
Amazon warned of ‘lumpy’ cloud trends. Why these analysts aren’t worried.
Amazon held cloud revenue growth steady when rivals couldn’t. Analysts say the company wouldn’t be spending so much on AI if ...
Computer Weekly1d
AWS sees full-year profit and revenue growth as AI and public cloud demand soars
Amazon Web Services (AWS) reports full-year results and reveals capital expenditure toll the AI boom will take on its ...
Amazon shares fall on struggle to keep up with AI demand despite plans for $100B in capital spending
Amazon’s chief executive had predicted the company would spend more in 2025 than the roughly $83 billion it spent last year.
NextBigFuture10h
Amazon Increase AI and Cloud Spending to $100 Billion in 2025
Amazon AWS will invest $100 billion in 2025 to take the lead in AI spending. Amazon CEO Andy Jassy said recent efficiency ...