For the past couple of years, the Magnificent Seven stocks have had an amazing run. However, there have been a handful of ...
Amazon.com Inc. warned investors that it could face capacity constraints in its cloud computing division despite plans to ...
FY25 revenue growth guidance of 5%-9% is impacted by FX and extra sales days in the previous year. Click for my AMZN stock ...
There is a bit of AI spending one-upmanship going on among the hyperscalers and cloud builders – and now the foundation model ...
Meta, Google, Amazon, and Microsoft are ramping up their AI capex spend, despite investor concerns that it's undermined by ...
The company will keep fueling infrastructure spend to support AI and cloud, amid what CEO Andy Jassy described as a ...
The results echoed the slowdown at Microsoft and Alphabet-owned Google, and highlighted how U.S. cloud-computing giants were ...
Amazon’s CEO plans to invest more than $100 billion this year, mostly in AI infrastructure — but could face challenges buying ...
AWS completes the set with slower cloud growth expectations alongside Google and Microsoft. Play the long game, urges CEO ...
The massive capex comes as Amazon's cloud and AI rivals up their spending. Google-parent company Alphabet, said on its most recent earnings call that it expects to spend $75 billion on capital ...
Amazon faced ~900 Mn FX headwind in 4Q’24 which was ~700 mn higher than assumed. For the third consecutive quarter, AWS grew ...
Amazon said it expects to spend over $100 billion in capital expenditures this year, making it the latest tech giant to say it's ramping up investments in artificial intelligence infrastructure.
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