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 ...
Meta, Microsoft, Amazon, and Google parent Alphabet are expecting a cumulative $325 billion in capital expenditures in 2025, driven by their investments in artificial intelligence infrastructure.
(Reuters) -Amazon.com shares fell 4% on Friday after the technology heavyweight's quarterly cloud computing revenue growth disappointed investors waiting for a bigger payoff from heavy spending on AI.
"Please, let's not allow 'we expect growth will be lumpy over the next few years' to be the key takeaway here," Morton wrote. "Andy Jassy told the Street AWS is constrained and can grow faster when it ...