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AI, Amazon and Google

Amazon’s profit is suddenly going through the roof, fueling CEO Andy Jassy’s $100 billion AI spending spree to fight Google and Microsoft

Jassy told analysts on an earnings call Thursday that Amazon will spend around $100 billion or more on capital expenses in 2025, up at least 20% from 2024. The "vast majority" of

Investopedia on MSN · 16h

Amazon Follows Google, Meta, and Microsoft With Plans To Boost Spending on AI

Key Takeaways Amazon said it expects to spend over $100 billion in capital expenditures this year, with the "vast majority" going to AI for Amazon Web Services.The company is the latest Big Tech firm to announce it's boosting expected AI infrastructure spending this year.

NBC Los Angeles · 18h

Amazon plans to spend $100 billion this year to capture ‘once in a lifetime opportunity' in AI

Amazon CEO Andy Jassy speaks during a keynote address at AWS re:Invent 2024, a conference hosted by Amazon Web Services, at The Venetian Las Vegas on December 3, 2024 in Las Vegas, Nevada. Amazon said it plans to boost capital expenditures to $100 billion in 2025,

Amazon Eyes $100 Billion In AI Spending Rush

Hosted on MSN · 2h

Amazon Eyes $100 Billion In AI Spending Rush But Warns Cloud Growth Will Be 'Lumpy'

Amazon Chief Executive Andy Jassy said AI represents "the biggest technology shift and opportunity in business since the internet" But capacity constraints could make AI growth "lumpy," he told analysts Thursday.

MarketWatch on MSN · 2h

Amazon warned of ‘lumpy’ cloud trends. Why these analysts aren’t worried.

Amazon held cloud revenue growth steady when rivals couldn’t. Analysts say the company wouldn’t be spending so much on AI if it didn’t see strong long-term demand.

Cryptopolitan on MSN · 12h

Amazon warns of cloud capacity constraints despite $100B AI investment plan

Amazon cautions investors over cloud capacity troubles in 2025. The company believes it may fail to meet customer demand for its cloud computing devices despite planning to spend roughly $100 billion in the segment.

18hon MSN

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 ...

RCR Wireless News1h

Amazon planning $100 billion AI infrastructure spend in 2025

As Amazon continues heavy investment in AI infrastructure, the company's CEO said the AI business is growing at a ...

11h

Amazon to invest billions of dollars into AI in 2025, reveals CEO Andy Jassy

Amazon is gearing up for a massive AI investment, with capital expenditures projected to exceed $100 billion in 2025 ...

2hon MSN

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 ...

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 ...

18h

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 capital investment.

Amazon is on track to have 'a really good year': Analyst

TD Cowen Managing Director and Senior Equity Research Analyst John Blackledge joins Catalysts to analyze Amazon's (AMZN) ...

17h

Amazon, echoing Microsoft, says it can’t keep up with AI demand

NEW YORK – Amazon.com Inc. warned investors that it could face capacity constraints in its cloud computing division despite ...

20hon MSN

Amazon shares slide as weak revenue outlook, AI spending rattle investors

Amazon joined Microsoft and Google parent Alphabet in posting slowing cloud growth in last year’s fourth quarter.

Amazon moves to cut costs, triggering fears of fewer promotions, Bloomberg says

CEO Andy Jassy’s campaign to flatten Amazon’s middle management is raising fears among staff of lean years and fewer promotions, as old career ...

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