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Amazon, Microsoft and AI
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 invest some $100 billion this year, with most of the money going toward data centers,
Amazon, Microsoft say they can’t keep up with AI demand, could face capacity constraints
Despite Amazon’s plans to invest nearly $100 billion in cloud infrastructure this year, CEO Andy Jassy has cautioned that delays in accessing hardware constraints may hinder growth. Microsoft is facing similar issues,
Tech Giants Amazon, Microsoft Say They Cannot Keep Up With AI Demand
In a conference call, Amazon warned investors that it could face capacity constraints in its cloud computing division despite plans to invest some $100 billion this year, with most of the money going toward data centers,
5h
on MSN
Amazon joins Google, Microsoft in cloud weakness, shares slide
(Reuters) -Amazon.com shares fell 2% on Friday after the tech giant reported lackluster cloud revenue growth, amplifying ...
1h
Amazon plans to spend an estimated $100 billion on AI in 2025
Amazon CEO Andy Jassy revealed to investors Thursday that the company plans to spend more than $100 billion in capital ...
8h
Never Mind Amazon, Microsoft, Alphabet. Why the Stock Market Can Rise Without Them, and 4 Other Things to Know Today.
Despite Mag 7 names such as Google-parent Alphabet and software titan Microsoft dropping after earnings reports, the broader ...
6h
Amazon Stock Down On $100 Billion CapEx, Doubts About AI Payoff
Amazon said Thursday it plans to boost its capital expenditures to $100 billion in 2025, as it continues its AI investments.
1h
Amazon wants to spend $100 billion this year for ‘once in a lifetime' AI opportunity
Speaking with investors on an earnings call, CEO Andy Jassy suggested Amazon may spend more than $100 billion in the year ...
1d
Amazon Cloud Needs to Deliver After Microsoft, Alphabet Misses
Amazon.com Inc. shares have largely climbed on the back of two trends: strength in its cloud business and a focus on costs.
8h
Amazon, Microsoft, Alphabet, and Meta to spend well over $300 billion in 2025 fearing China’s AI
Amazon, Microsoft, and Alphabet each saw sharp stock declines following their fourth-quarter earnings reports, which revealed ...
20h
on MSN
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 ...
3h
The Good—and Bad—in Apple, Amazon, and Other Big Tech Earnings
FEATURE It is about halfway through the fourth-quarter earnings season, with results available for most of the market’s top ...
16h
Amazon shares drop as cloud growth, sales forecast lag
Amazon.com investors drove shares down sharply on Thursday due to weakness in the retailer's cloud computing unit and ...
3d
on MSN
Podcast: DeepSeek reality check; Amazon, Bezos, and the Post; lost in the Microsoft garage
DeepSeek shows the potential to create powerful AI models with fewer computing resources than previously imagined.
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