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AI, Amazon and Microsoft

Amazon, Echoing 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,

Business Standard · 7h

Amazon, echoes rival Microsoft, says it can't keep up with AI demand

Amazon spent $26.3 billion in capital expenditures in the last three months of 2024, the vast majority of which went toward AI-related projects within AWS

Republic Business on MSN · 5h

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,

Bloomberg L.P. · 2h

Amazon Says It Can’t Keep Up With AI Demand

Good morning. Amazon worries about keeping up with AI demand, prompting a slide in its shares. UK landlords face costly insulation upgrades. And London cabbies are teaching navigation apps a few things.

Seeking Alpha on MSN · 9h

Amazon going all in on AI and cloud platform

Amazon’s lackluster forecast for FY25 left investors underwhelmed despite what were otherwise solid quarterly results, specifically a 61% surge in operating income. Wall Street was also jolted by the company’s warning of foreign exchange headwinds,

Amazon, Microsoft and Google

Bloomberg L.P. · 22h

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. Now both could be in question.

Reuters · 1d

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, after Microsoft and Google's lackluster reports jolted investor faith in Big Tech's billion-dollar investments in AI.

Investor's Business Daily on MSN · 1d

Google Cloud 'Capacity Constrained' Like Microsoft Azure. Good News For Amazon?

Google stock fell on Q4 results. Amazon earnings due Wednesday. Analysts are focused on capital spending and cloud computing growth.

Amazon expects $100 billion of capex

NDTV · 30m

"Once In A Lifetime Opportunity": Amazon To Spend $100 Billion On AI, Cloud

Amazon on Thursday reported its fourth-quarter net income doubled to $20 billion, with net sales rising 10 percent to $187.8 billion.

TechCrunch on MSN · 9h

Amazon doubles down on AI with a massive $100B spending plan for 2025

NBC New York · 9h

Amazon expects $100 billion of capex in 2025 on ‘once-in-a-lifetime' AI opportunity

Amazon said Thursday it plans to boost its capital expenditures to $100 billion in 2025, as it continues its spending spree on AI services.

9hon 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 ...

Amazon Says Profits Rose 88% but Cautions Growth May Slow

The company’s cloud computing business showed strong growth, while a forecast for the current quarter disappointed investors.

CNET on MSN15h

Amazon's Alexa Set for Major AI Upgrade: Here's What to Expect

If announced, this would mark Alexa's most significant evolution since its debut in 2014. Although Amazon has long been a ...

2don 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.

RTE Online2h

Amazon shares drop as cloud growth, sales forecast lag

Amazon.com investors drove shares down sharply on Wall Street last night due to weakness in the retailer's cloud computing ...

Amazon, echoing Microsoft, says can’t keep up with AI demand

CEO Jassy said the supply of chips — from third parties and Amazon’s own chip design unit — and power capacity are limiting ...

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