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AI, Amazon and Microsoft

Hosted on MSN · 8h

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,

moneycontrol.com · 6h

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 the ability of Amazon Web Services to bring new data centers online.

Republic Business on MSN · 5h

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,

Bloomberg L.P. · 1h

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, Microsoft and Google

Bloomberg L.P. · 21h

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. Now both could be in question.

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, after Microsoft and Google's lackluster reports jolted investor faith in Big Tech's billion-dollar investments in AI.

Investor's Business Daily on MSN · 1d

Google Cloud 'Capacity Constrained' Like Microsoft Azure. Good News For Amazon?

Google stock fell on Q4 results. Amazon earnings due Wednesday. Analysts are focused on capital spending and cloud computing growth.

8hon 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 ...

8h

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.

CNET on MSN14h

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 ...

2don MSN

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.

10h

Amazon's AWS miss adds to Big Tech's cloud woes

Amazon (AMZN) stock is in focus after the company reported quarterly results and released weaker-than-expected first quarter ...

Legit on MSN10h

Amazon profits double, but cautious outlook disappoints

E-commerce giant Amazon reported Thursday its fourth-quarter net income nearly doubled to $20 billion, driven by strong ...

Business Times10h

Amazon offers weak outlook on rising spending for AI

AMAZON.COM projected profit in the current quarter that fell short of analysts’ estimates, suggesting the company continues ...

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