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 ...
Diginomica21h
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 ...
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 ...
CRN17h
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 ...
CIO Dive16h
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 ...
Amazon cuts workforce diversity reference from annual filing amid Trump-led backlash against DEI
Amazon scrubs references to workforce diversity in annual report while CEO Andy Jassy celebrates Black History Month with ...
Network World17h
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, Like Microsoft, Says It Can’t Keep Up With AI Demand
Amazon.com Inc. warned investors that it could face capacity constraints in its cloud computing division despite plans to ...
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 business in 2025 ...
MediaPost17h
Amazon Ad Revenue Climbs 18% To $17.3B
Amazon's online ad business generated $17.29 billion in Q4 2024, the company reported Thursday, with total profits hitting ...
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 ...