Amazon's Cloud Miss May Be Even Worse Than You Think (but It Makes Sense)
Not only is Amazon Web Services (AWS) now coming up short of expectations, but it's losing cloud computing market share as ...
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Amazon To Spend $100B On AI In 2025 As A Data Center Arms Race Brews
CEO Andy Jassy said growth at the e-commerce and cloud service giant has been hampered by bottlenecks in computing and power ...
Amazon CEO says cloud business would have grown faster if it had more AI chips, power, and server components
AWS's growth is slowed by AI chip shortages and server constraints, CEO Andy Jassy said, as the company plans significant ...
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How Arm Is Winning Over AWS, Google, Microsoft And Nvidia In Data Centers
In an interview with CRN, the head of Arm’s infrastructure business talks about how the company has convinced Amazon Web ...
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2 Top-Rated Data Center Stocks to Buy in February 2025
The artificial intelligence (AI) boom is driving an unprecedented surge in data center demand. Every major tech advancement, ...
Amazon shares fall on struggle to keep up with AI demand despite plans for $100B in capital spending
Amazon’s chief executive had predicted the company would spend more in 2025 than the roughly $83 billion it spent last year.
Investing In Amazon: The Cloud As A Catalyst For Long-Term Profitability
Amazon's cloud computing opportunity is significant, with AWS potentially regaining market share from Microsoft Azure and ...
Amazon’s stock drops as cloud revenue comes up short and it doubles AI spending
AWS has not been able to match the growth of Amazon’s competitors, with Microsoft Corp.’s Azure and Alphabet Inc.’s Google Cloud seeing cloud-related revenue rise by 31% and 30%, respectively. Even so ...
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 ...