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 ...
RCR Wireless News17h
Amazon planning $100 billion AI infrastructure spend in 2025
As Amazon continues heavy investment in AI infrastructure, the company's CEO said the AI business is growing at a ...
The Next Platform19h
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 ...
CIO Dive20h
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 ...
Tech giants are lining up over $300 billion in AI spend. Their CEOs are betting cheaper models will drive up AI demand.
Meta, Google, Amazon, and Microsoft are ramping up their AI capex spend, despite investor concerns that it's undermined by ...
Hosted on MSN21h
Amazon Eyes $100 Billion In AI Spending Rush But Warns Cloud Growth Will Be 'Lumpy'
Amazon Chief Executive Andy Jassy said AI represents "the biggest technology shift and opportunity in business since the ...
CRN21h
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 ...
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 ...
Network World22h
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 ...
comparethecloud.net22h
AWS Braket Unlocks Quantum Computing
Unlock quantum computing with AWS Braket. Discover advancements and the next generation of computers powered by quantum ...
Amazon announced a massive $104 billion AI & Cloud bet – Will its stock soar or sink investors?
Amazon’s $104 billion spending plan marks one of the most significant investments in AI and cloud computing. While the stock ...
Amazon wants to spend $104 billion, and the stock gets clipped: What Wall Street is saying
Similar to Microsoft ( MSFT) and Meta ( META) this earnings season, Amazon uncorked a whopper of a capex guide. It sees $104 billion in capex spending this year, well above analyst forecasts of $80 ...