Amazon, Microsoft and AI

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,
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,
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,
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.
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 expects $100 billion of capex

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.
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, ...
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.
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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 ...
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.
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 ...