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,
The pressure is on Amazon.com to deliver on lofty expectations for cloud computing in its fourth-quarter results on Thursday, ...
Despite Mag 7 names such as Google-parent Alphabet and software titan Microsoft dropping after earnings reports, the broader ...
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Amazon’s chief executive had predicted the company would spend more in 2025 than the roughly $83 billion it spent last year.
(Reuters) -Amazon.com shares fell 2% on Friday after the tech giant reported lackluster cloud revenue growth, amplifying ...
Amazon said Thursday it plans to boost its capital expenditures to $100 billion in 2025, as it continues its AI investments.
Amazon.com Inc. shares have largely climbed on the back of two trends: strength in its cloud business and a focus on costs.
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Amazon, Microsoft, and Alphabet each saw sharp stock declines following their fourth-quarter earnings reports, which revealed ...
DeepSeek shows the potential to create powerful AI models with fewer computing resources than previously imagined.
The company’s cloud computing business showed strong growth, while a forecast for the current quarter disappointed investors.
Speaking with investors on an earnings call, CEO Andy Jassy suggested Amazon may spend more than $100 billion in the year ...
Amazon Web Services growth will be a major factor in Amazon's earnings report Thursday, along with questions about AI demand ...
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