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,
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.
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.
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 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,
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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" ...
Alphabet, Meta, Microsoft set to spend $230 billion this year as hefty AI bills come under scrutiny
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Unleashing the power of AI in India
Explore how businesses are innovating with AI in India and read Microsoft's initiatives to accelerate AI adoption.
Microsoft reports 10% quarterly profit growth as it works to show AI investments paying off
Microsoft Corp. said Wednesday that its profit for the October-December quarter grew 10% from the same time last year as it ...
Microsoft Must Scale Its Data Centers Or Face Slower Growth
Despite lower-than-expected Azure growth, Microsoft's AI and cloud services remain robust. Check out my recommendation for ...
3 potential AI stock winners from the $500 billion Stargate project
If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...
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 ...
Microsoft Stock Is Falling as Artificial Intelligence (AI) Growth Is Getting More Expensive
To its credit, Microsoft is in a solid competitive position to benefit from enterprise investment in AI services. Microsoft's ...