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AI, Google and Microsoft
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 enough hardware and power.
Amazon Follows Google, Meta, and Microsoft With Plans To Boost Spending on AI
Key Takeaways Amazon said it expects to spend over $100 billion in capital expenditures this year, with the "vast majority" going to AI for Amazon Web Services.The company is the latest Big Tech firm to announce it's boosting expected AI infrastructure spending this year.
Meta, Google, Amazon & Microsoft to Spend a Combined $320 Billion on AI in 2025
A clear trend has emerged in the past few weeks, as one tech giant after another reported their earnings: Big Tech is spending big on artificial intelligence in 2025. Combined, Meta, Microsoft, Amazon and Alphabet,
CIO Dive
11h
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 ...
The Next Platform
10h
Amazon Will Spend Nearly A Year Of AWS Revenue On AI Investments
There is a bit of AI spending one-upmanship going on among the hyperscalers and cloud builders – and now the foundation model ...
2d
on MSN
Amazon earnings preview: AWS cloud growth, AI demand, trade wars among key issues to watch
Amazon Web Services growth will be a major factor in Amazon's earnings report Thursday, along with questions about AI demand ...
2d
on MSN
AI and the cloud in focus for Wall Street as analysts grow bullish ahead of earnings
Top Wall Street analysts are bullish on numerous fronts, from cloud services to AI to robotics. The tech giant reports Q4 ...
CRN
12h
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 ...
Datacenter Dynamics
1h
Amazon 2025 capex to reach $100bn, AWS 2024 revenue hit $100bn
The expected $100 billion annual capex, up from $83 billion last year, also includes e-commerce warehouses and offices.
11d
Big AWS customers, including Stripe and Toyota, are hounding the cloud giant for access to DeepSeek AI models
Many Amazon cloud clients want to test and evaluate DeepSeek's AI capabilities, according to an internal AWS document ...
2d
Amazon's cloud business faces crucial test after rivals Microsoft, Google stumble
The pressure is on Amazon.com to deliver on lofty expectations for cloud computing in its fourth-quarter results on Thursday, ...
Computer Weekly
21h
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 ...
1d
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 ...
1d
Amazon’s stock drops as cloud revenue comes up short and it doubles AI spending
AWS has not been able to match the growth of Amazon’s competitors, with Microsoft Corp.’s Azure and Alphabet Inc.’s Google ...
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