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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,

Firstpost · 6h

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,

Republic Business on MSN · 14h

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 shares slide

Hosted on MSN · 2h

Amazon joins Google, Microsoft in cloud weakness, shares slide

(Reuters) -Amazon.com shares fell 2% on Friday after the tech giant reported lackluster cloud revenue growth, amplifying investor concerns that Big Tech's massive artificial intelligence investments were taking longer to deliver returns.

New York Post on MSN · 19h

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

Amazon investors drove shares down sharply on Thursday due to weakness in the retailer’s cloud computing unit and lower-than-expected forecasts for first-quarter revenue and profit. Amazon’s shares fell as much as 5% in extended trade after the fourth-quarter earnings report,

Business Insider · 3h

Morning Movers: Amazon slips after soft revenue guidance, big AI spending plans

Check out this morning’s top movers from around Wall Street, compiled by The Fly. Maximize Your Portfolio with Data Driven

Never Mind Amazon, Microsoft, Alphabet. Why the Stock Market Can Rise Without Them, and 4 Other Things to Know Today.

Despite Mag 7 names such as Google-parent Alphabet and software titan Microsoft dropping after earnings reports, the broader ...

Amazon Stock Down On $100 Billion CapEx, Doubts About AI Payoff

Amazon said Thursday it plans to boost its capital expenditures to $100 billion in 2025, as it continues its AI investments.

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, 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 ...

Microsoft, Alphabet, Meta and Amazon Raise Stakes in AI Race with $300B Bet

GOOGL had already surprised markets with the scale of its investment in AI. CEO Sundar Pichai said spending on data centers and servers would rise to $75 billion this year from $53 billion in 2024, a ...

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 ...

18h

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.

"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 ...

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.

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