Amazon, Microsoft and AI

Amazon, Like 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 wants to spend $104 billion, and stock gets clipped

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 ...
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Amazon’s Mitigating AI Hallucinations Through This Mathematical Method
Automated reasoning differs from the reasoning method that has recently become hot among frontier models, such as Gemini 2.0.
Amazon Pours Fuel on Big Tech Spending After DeepSeek Panic
The e-commerce giant is pulling ahead of rivals in the AI investment race with plans for more than $100 billion in capital ...
Amazon reports strong earnings for Q4, but stocks dip due to guidance for the 1st quarter
The Seattle-based e-commerce and technology company said its revenue for the October-December period totaled $187.8 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’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 ...
Lyft Partners with Amazon (AMZN) and Anthropic to Use AI for Customer Service
Ride-hailing company Lyft (LYFT) has partnered with Amazon (AMZN) and Anthropic, an AI startup backed by Alphabet (GOOGL), to ...