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 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 expects $100 billion of capex in 2025 on ‘once-in-a-lifetime' AI opportunity
Amazon said Thursday it plans to boost its capital expenditures to $100 billion in 2025, as it continues its spending spree ...
"Once In A Lifetime Opportunity": Amazon To Spend $100 Billion On AI, Cloud
Amazon on Thursday reported its fourth-quarter net income doubled to $20 billion, with net sales rising 10 percent to $187.8 ...
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 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, Microsoft, Alphabet, and Meta to spend well over $300 billion in 2025 fearing China’s AI
Amazon, Microsoft, and Alphabet each saw sharp stock declines following their fourth-quarter earnings reports, which revealed ...
Amazon doubles down on AI with a massive $100B spending plan for 2025
Amazon is the latest tech giant to announce a massive AI spending plan, with well over $100 billion in predicted capital ...