Amazon's $100B CAPEX Plan Spooks Investors Despite Strong Q4
Amazon beats Q4 2024 estimates but faces AWS challenges and a $100B CAPEX plan. Learn why competitive pressures warrant AMZN ...
AMZN, MSFT, or GOOGL: Which U.S. Tech Giant Delivered Most This Earnings Season?
The fourth-quarter earnings season was another one marked by explosive growth and record profits for the top hyperscalers ...
AEP mulls $10 billion boost to five-year capex plan on data center demand
American Electric Power on Thursday said it was considering adding $10 billion to its record $54 billion five-year capital plan as demand for data centers ramps up in the U.S. electric utility's ...
Amazon: It's Simple. Let Your Winners Run
Amazon isn't going to allow its arch rivals to dominate the headlines for AI investment. AWS's massive scale and highly ...
DeepSeek Is Here: How Amazon Is Using It to Grow Its Artificial Intelligence (AI) Program
Amazon stock wasn't impacted by DeepSeek's launch.
Capex for Hyperscalers remains high, but monetization is weak and might hit margins – BofA
Artificial intelligence capital expenditures are intact for the hyperscalers, but monetization remains weak, with companies in the reinvestment cycles historically having underperformed, according to ...
Amazon's AI Bet Is Big, But Will Investors Stick Around For The 'Lumps'?
JPMorgan believes Amazon's AWS growth is expected to slow but eventually accelerate. AI investments and logistics efficiency ...
100 Billion Reasons to Buy Amazon Stock Hand Over Fist Right Now
Amazon sees AI as a "once in a lifetime" opportunity, according to Jassy. "AI represents, for sure, the biggest opportunity ...
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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Tech megacaps plan to spend more than $300 billion in 2025 as AI race intensifies
Meta, Amazon, Alphabet and Microsoft intend to invest as much as $320 billion this year into AI advancement technologies.
Amazon Stock Drops After Softer-Than-Expected Sales Outlook
Amazon shares fell after the e-commerce and cloud company's sales outlook missed analysts' expectations. Some key figures for last quarter: Earnings came in at $1.86 a share, about 25% above analyst ...
Amazon’s profit is suddenly going through the roof, fueling CEO Andy Jassy’s $100 billion AI spending spree to fight Google and Microsoft
The massive capex comes as Amazon's cloud and AI rivals up their spending. Google-parent company Alphabet, said on its most ...