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Amazon Cloud Needs to Deliver

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.

Bloomberg L.P. · 2d

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.

Firstpost · 23h

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 steep increases in AI-related capital spending. Microsoft and Google’s mar

Hosted on MSN · 20h

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.

Amazon, AI

New York Post on MSN · 14h

Amazon shares fall on struggle to keep up with AI demand despite plans for $100B in capital spending

Amazon’s chief executive had predicted the company would spend more in 2025 than the roughly $83 billion it spent last year.

Business Insider · 1d

Amazon Bets Big on AI With $100B Planned Capex in 2025

E-commerce behemoth Amazon.com (AMZN) is betting big on AI (artificial intelligence), with a planned $100 billion in capital expenditures in

NBC Los Angeles · 1d

Amazon plans to spend $100 billion this year to capture ‘once in a lifetime opportunity' in AI

Amazon CEO Andy Jassy speaks during a keynote address at AWS re:Invent 2024, a conference hosted by Amazon Web Services, at The Venetian Las Vegas on December 3, 2024 in Las Vegas, Nevada. Amazon said it plans to boost capital expenditures to $100 billion in 2025,

18hon MSN

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 ...

23h

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 ...

15h

Amazon Stock Is Down Amid Doubts About Its $100 Billion AI Bet

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

2don MSN

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 ...

1d

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 MSN1d

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 ...

3don 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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