Network World3h
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 ...
CIO Dive1h
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 ...
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 ...
Growth in AWS is key to Amazon's earnings story, says Truist Securities' Youssef Squali
Youssef Squali, Truist Securities global head of internet and media, joins CNBC's 'Squawk on the Street' to discuss ...
CRN2h
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 Earnings Are Today. Why It’s All About AWS.
Wall Street expects Amazon Web Servicesrevenue of $28.8 billion for the quarter, an increase from last year’s $24.2 billion.
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 ...
Amazon Is the Worst Dow Stock After Earnings. Here's Why
Amazon stock is at the bottom of the Dow Friday as the e-commerce giant's soft outlook offsets a fourth-quarter beat. This is ...
Amazon Web Services says GameLift can support up to 100M concurrent users per game
Amazon Web Services (AWS) said it has benchmark tested support for up to 100 million concurrent users (CCU) for a single game.
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 ...